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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 | $34,924 | $54,541-36.0% | $78,778-55.7% | $70,124-50.2% |
| Participation rate | 34.5% | 60.8%-26.3pp | 69.2%-34.7pp | 69.5%-35.1pp |
| Annual return | 11.65% | 21.07%-9.4pp | 35.62%-24.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $177 | $1,089-83.7% | $1,986-91.1% | $2,342-92.4% |
| Participant deferral / active EE | $1,025 | $2,210-53.6% | $2,958-65.4% | $3,332-69.2% |
| Admin fee / account holder | $2,218 | $3,709-40.2% | $5,134-56.8% | $4,645-52.2% |