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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 | $35,675 | $81,504-56.2% | $102,437-65.2% | $80,959-55.9% |
| Participation rate | 34.7% | 66.9%-32.2pp | 74.5%-39.8pp | 67.7%-33.0pp |
| Annual return | 6.15% | 25.60%-19.4pp | 24.95%-18.8pp | 35.67%-29.5pp |
| Employer contribution / active EE | $754 | $3,104-75.7% | $3,871-80.5% | $2,757-72.7% |
| Participant deferral / active EE | $1,999 | $3,871-48.4% | $5,060-60.5% | $4,300-53.5% |
| Admin fee / account holder | $17,742 | $6,719+164.0% | $8,388+111.5% | $6,925+156.2% |