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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 | $29,943 | $81,446-63.2% | $103,374-71.0% | $80,874-63.0% |
| Participation rate | 34.8% | 66.9%-32.0pp | 74.5%-39.7pp | 67.6%-32.8pp |
| Annual return | 7.01% | 25.57%-18.6pp | 24.89%-17.9pp | 35.62%-28.6pp |
| Employer contribution / active EE | $451 | $3,107-85.5% | $3,869-88.3% | $2,756-83.6% |
| Participant deferral / active EE | $2,508 | $3,870-35.2% | $5,058-50.4% | $4,297-41.6% |
| Admin fee / account holder | $25,381 | $6,715+278.0% | $8,394+202.4% | $6,935+266.0% |