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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 | $30,186 | $56,894-46.9% | $84,753-64.4% | $62,881-52.0% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 1.43% | 6.30%-4.9pp | 22.78%-21.4pp | 20.14%-18.7pp |
| Employer contribution / active EE | $397 | $2,400-83.4% | $3,574-88.9% | $2,281-82.6% |
| Participant deferral / active EE | $1,750 | $2,709-35.4% | $3,712-52.8% | $3,203-45.4% |
| Admin fee / account holder | $6,069 | $3,581+69.5% | $5,333+13.8% | $4,296+41.3% |