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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 | $41,250 | $81,504-49.4% | $102,437-59.7% | $80,959-49.0% |
| Participation rate | 30.8% | 66.9%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 7.57% | 25.60%-18.0pp | 24.95%-17.4pp | 35.67%-28.1pp |
| Employer contribution / active EE | $343 | $3,104-89.0% | $3,871-91.1% | $2,757-87.6% |
| Participant deferral / active EE | $2,622 | $3,871-32.3% | $5,060-48.2% | $4,300-39.0% |
| Admin fee / account holder | $592 | $6,719-91.2% | $8,388-92.9% | $6,925-91.4% |