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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 | $69,444-56.4% | $92,985-67.4% | $87,485-65.4% |
| Participation rate | 39.0% | 63.3%-24.3pp | 69.5%-30.5pp | 68.9%-29.9pp |
| Annual return | 7.69% | 23.85%-16.2pp | 27.99%-20.3pp | 26.06%-18.4pp |
| Employer contribution / active EE | $216 | $1,917-88.8% | $2,662-91.9% | $2,596-91.7% |
| Participant deferral / active EE | $2,129 | $3,364-36.7% | $4,377-51.4% | $4,274-50.2% |
| Admin fee / account holder | $2,760 | $6,137-55.0% | $9,463-70.8% | $7,775-64.5% |