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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 | $81,476-60.0% | $102,383-68.2% | $80,925-59.7% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 7.86% | 25.59%-17.7pp | 24.94%-17.1pp | 35.65%-27.8pp |
| Employer contribution / active EE | $500 | $3,105-83.9% | $3,870-87.1% | $2,756-81.8% |
| Participant deferral / active EE | $2,770 | $3,871-28.5% | $5,060-45.3% | $4,299-35.6% |
| Admin fee / account holder | $3,683 | $6,717-45.2% | $8,391-56.1% | $6,940-46.9% |