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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 | $34,261 | $87,166-60.7% | $76,735-55.4% | $137,256-75.0% |
| Participation rate | 36.8% | 74.4%-37.5pp | 69.5%-32.7pp | 80.0%-43.1pp |
| Annual return | 9.65% | 26.50%-16.8pp | 29.77%-20.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $177 | $2,904-93.9% | $2,454-92.8% | $4,156-95.7% |
| Participant deferral / active EE | $2,509 | $4,726-46.9% | $4,088-38.6% | $6,407-60.8% |
| Admin fee / account holder | $4,826 | $8,403-42.6% | $7,189-32.9% | $12,270-60.7% |