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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 | $38,109 | $63,773-40.2% | $81,286-53.1% | $80,925-52.9% |
| Participation rate | 36.1% | 63.9%-27.8pp | 69.5%-33.4pp | 67.7%-31.5pp |
| Annual return | 6.85% | 16.37%-9.5pp | 24.80%-17.9pp | 35.65%-28.8pp |
| Employer contribution / active EE | $414 | $1,979-79.1% | $2,463-83.2% | $2,756-85.0% |
| Participant deferral / active EE | $1,727 | $3,093-44.2% | $3,883-55.5% | $4,299-59.8% |
| Admin fee / account holder | $1,846 | $5,682-67.5% | $5,764-68.0% | $6,940-73.4% |