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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 | $32,576 | $81,504-60.0% | $102,437-68.2% | $80,959-59.8% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 7.86% | 25.60%-17.7pp | 24.95%-17.1pp | 35.67%-27.8pp |
| Employer contribution / active EE | $500 | $3,104-83.9% | $3,871-87.1% | $2,757-81.8% |
| Participant deferral / active EE | $2,770 | $3,871-28.4% | $5,060-45.3% | $4,300-35.6% |
| Admin fee / account holder | $3,683 | $6,719-45.2% | $8,388-56.1% | $6,925-46.8% |