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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 | $72,471-58.2% | $94,215-67.8% | $86,983-65.2% |
| Participation rate | 39.0% | 63.9%-24.8pp | 70.0%-30.9pp | 69.5%-30.5pp |
| Annual return | 7.69% | 26.44%-18.7pp | 28.22%-20.5pp | 25.83%-18.1pp |
| Employer contribution / active EE | $216 | $1,936-88.9% | $2,675-91.9% | $2,584-91.7% |
| Participant deferral / active EE | $2,129 | $3,397-37.3% | $4,276-50.2% | $4,194-49.2% |
| Admin fee / account holder | $2,760 | $6,468-57.3% | $10,216-73.0% | $7,856-64.9% |