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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 | $32,145 | $65,395-50.8% | $182,540-82.4% | $72,975-56.0% |
| Participation rate | 31.7% | 65.4%-33.7pp | 78.0%-46.3pp | 69.5%-37.8pp |
| Annual return | 17.85% | 27.68%-9.8pp | 148.58%-130.7pp | 81.01%-63.2pp |
| Employer contribution / active EE | $295 | $1,911-84.5% | $4,076-92.8% | $2,440-87.9% |
| Participant deferral / active EE | $1,193 | $3,563-66.5% | $5,525-78.4% | $3,608-66.9% |
| Admin fee / account holder | $3,489 | $4,245-17.8% | $8,593-59.4% | $5,124-31.9% |