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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 | $30,304 | $58,627-48.3% | $76,735-60.5% | $82,448-63.2% |
| Participation rate | 39.0% | 63.2%-24.2pp | 69.5%-30.5pp | 68.1%-29.0pp |
| Annual return | 7.69% | 39.10%-31.4pp | 29.77%-22.1pp | 41.64%-33.9pp |
| Employer contribution / active EE | $216 | $1,729-87.5% | $2,454-91.2% | $2,551-91.5% |
| Participant deferral / active EE | $2,129 | $3,134-32.1% | $4,088-47.9% | $4,139-48.6% |
| Admin fee / account holder | $2,760 | $5,323-48.1% | $7,189-61.6% | $7,234-61.9% |