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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 | $30,996 | $46,877-33.9% | $122,354-74.7% | $70,126-55.8% |
| Participation rate | 28.0% | 58.2%-30.2pp | 71.6%-43.6pp | 69.5%-41.5pp |
| Annual return | 11.73% | 24.22%-12.5pp | 30.28%-18.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $123 | $1,288-90.5% | $4,051-97.0% | $2,343-94.8% |
| Participant deferral / active EE | $870 | $2,167-59.8% | $3,287-73.5% | $3,332-73.9% |
| Admin fee / account holder | $1,770 | $3,324-46.7% | $5,479-67.7% | $4,645-61.9% |