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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 | $34,506 | $76,550-54.9% | $123,894-72.1% | $62,881-45.1% |
| Participation rate | 45.8% | 73.0%-27.1pp | 81.4%-35.6pp | 69.3%-23.5pp |
| Annual return | 4.57% | 18.67%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $69 | $2,882-97.6% | $4,617-98.5% | $2,281-97.0% |
| Participant deferral / active EE | $2,653 | $4,840-45.2% | $5,984-55.7% | $3,203-17.2% |
| Admin fee / account holder | $1,859 | $4,826-61.5% | $8,357-77.8% | $4,296-56.7% |