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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 | $32,750 | $56,894-42.4% | $84,753-61.4% | $62,881-47.9% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | 3.63% | 6.30%-2.7pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $409 | $2,400-82.9% | $3,574-88.6% | $2,281-82.1% |
| Participant deferral / active EE | $2,064 | $2,709-23.8% | $3,712-44.4% | $3,203-35.5% |
| Admin fee / account holder | $12,504 | $3,581+249.2% | $5,333+134.5% | $4,296+191.1% |