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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 | $34,959 | $72,269-51.6% | $101,271-65.5% | $79,852-56.2% |
| Participation rate | 25.5% | 68.5%-42.9pp | 75.8%-50.3pp | 69.6%-44.1pp |
| Annual return | 9.59% | 22.29%-12.7pp | 46.48%-36.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $8 | $2,692-99.7% | $3,660-99.8% | $2,471-99.7% |
| Participant deferral / active EE | $2,066 | $3,282-37.0% | $4,371-52.7% | $3,740-44.8% |
| Admin fee / account holder | $3,106 | $4,401-29.4% | $5,948-47.8% | $5,306-41.5% |