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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,122 | $81,476-56.9% | $102,383-65.7% | $80,925-56.6% |
| Participation rate | 30.6% | 66.8%-36.3pp | 74.5%-44.0pp | 67.7%-37.1pp |
| Annual return | 6.66% | 25.59%-18.9pp | 24.94%-18.3pp | 35.65%-29.0pp |
| Employer contribution / active EE | $774 | $3,105-75.1% | $3,870-80.0% | $2,756-71.9% |
| Participant deferral / active EE | $2,482 | $3,871-35.9% | $5,060-50.9% | $4,299-42.3% |
| Admin fee / account holder | $2,307 | $6,717-65.7% | $8,391-72.5% | $6,940-66.8% |