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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 | $81,504-63.3% | $102,437-70.8% | $80,959-63.0% |
| Participation rate | 34.8% | 66.9%-32.0pp | 74.5%-39.7pp | 67.7%-32.8pp |
| Annual return | 7.01% | 25.60%-18.6pp | 24.95%-17.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $451 | $3,104-85.5% | $3,871-88.3% | $2,757-83.6% |
| Participant deferral / active EE | $2,508 | $3,871-35.2% | $5,060-50.4% | $4,300-41.7% |
| Admin fee / account holder | $25,381 | $6,719+277.7% | $8,388+202.6% | $6,925+266.5% |