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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 | $34,424 | $45,050-23.6% | $63,018-45.4% | $70,126-50.9% |
| Participation rate | 59.6% | 69.5%-9.9pp | 74.8%-15.2pp | 69.5%-9.9pp |
| Annual return | 11.09% | 18.76%-7.7pp | 87.62%-76.5pp | 73.15%-62.1pp |
| Employer contribution / active EE | $310 | $2,052-84.9% | $2,761-88.8% | $2,343-86.7% |
| Participant deferral / active EE | $765 | $2,466-69.0% | $3,330-77.0% | $3,332-77.0% |
| Admin fee / account holder | $3,332 | $2,834+17.6% | $3,601-7.5% | $4,645-28.3% |