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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 | $34,977 | $59,839-41.5% | $81,991-57.3% | $79,852-56.2% |
| Participation rate | 48.0% | 61.6%-13.6pp | 69.3%-21.3pp | 69.6%-21.6pp |
| Annual return | 5.43% | 17.56%-12.1pp | 41.31%-35.9pp | 31.72%-26.3pp |
| Employer contribution / active EE | $247 | $1,713-85.6% | $2,498-90.1% | $2,471-90.0% |
| Participant deferral / active EE | $1,310 | $2,695-51.4% | $3,722-64.8% | $3,740-65.0% |
| Admin fee / account holder | $2,588 | $4,287-39.6% | $5,665-54.3% | $5,306-51.2% |