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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 | $29,485 | $57,119-48.4% | $85,187-65.4% | $80,935-63.6% |
| Participation rate | 25.9% | 56.4%-30.5pp | 67.5%-41.6pp | 67.7%-41.7pp |
| Annual return | 9.64% | 21.70%-12.1pp | 66.67%-57.0pp | 35.66%-26.0pp |
| Employer contribution / active EE | $150 | $1,802-91.7% | $2,732-94.5% | $2,757-94.6% |
| Participant deferral / active EE | $1,202 | $3,115-61.4% | $4,525-73.4% | $4,299-72.0% |
| Admin fee / account holder | $4,105 | $4,990-17.7% | $6,162-33.4% | $6,924-40.7% |