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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 | $31,923 | $81,504-60.8% | $102,437-68.8% | $80,959-60.6% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 6.52% | 25.60%-19.1pp | 24.95%-18.4pp | 35.67%-29.1pp |
| Employer contribution / active EE | $723 | $3,104-76.7% | $3,871-81.3% | $2,757-73.8% |
| Participant deferral / active EE | $1,914 | $3,871-50.6% | $5,060-62.2% | $4,300-55.5% |
| Admin fee / account holder | $529 | $6,719-92.1% | $8,388-93.7% | $6,925-92.4% |