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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 | $34,503 | $53,774-35.8% | $134,162-74.3% | $79,856-56.8% |
| Participation rate | 26.2% | 58.8%-32.6pp | 72.2%-46.0pp | 69.6%-43.5pp |
| Annual return | 7.93% | 19.01%-11.1pp | 36.35%-28.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1 | $1,322-99.9% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,332 | $2,420-45.0% | $3,500-61.9% | $3,741-64.4% |
| Admin fee / account holder | $7,077 | $3,985+77.6% | $6,685+5.9% | $5,306+33.4% |