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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 | $31,969 | $101,795-68.6% | $165,100-80.6% | $80,959-60.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 9.44% | 16.73%-7.3pp | 70.21%-60.8pp | 35.67%-26.2pp |
| Employer contribution / active EE | $788 | $2,954-73.3% | $4,348-81.9% | $2,757-71.4% |
| Participant deferral / active EE | $2,542 | $4,476-43.2% | $6,035-57.9% | $4,300-40.9% |
| Admin fee / account holder | $7,589 | $8,221-7.7% | $12,696-40.2% | $6,925+9.6% |