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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 | $44,885 | $58,627-23.4% | $76,735-41.5% | $82,448-45.6% |
| Participation rate | 47.2% | 63.2%-16.0pp | 69.5%-22.3pp | 68.1%-20.8pp |
| Annual return | 12.22% | 39.10%-26.9pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $295 | $1,729-82.9% | $2,454-88.0% | $2,551-88.4% |
| Participant deferral / active EE | $1,544 | $3,134-50.7% | $4,088-62.2% | $4,139-62.7% |
| Admin fee / account holder | $11,916 | $5,323+123.9% | $7,189+65.7% | $7,234+64.7% |