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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 | $57,459 | $72,492-20.7% | $87,104-34.0% | $72,975-21.3% |
| Participation rate | 62.3% | 72.8%-10.5pp | 76.9%-14.6pp | 69.5%-7.2pp |
| Annual return | 3.27% | 24.46%-21.2pp | 28.19%-24.9pp | 81.01%-77.7pp |
| Employer contribution / active EE | $345 | $1,894-81.8% | $2,521-86.3% | $2,440-85.9% |
| Participant deferral / active EE | $1,920 | $3,270-41.3% | $4,048-52.6% | $3,608-46.8% |
| Admin fee / account holder | $9,537 | $5,055+88.7% | $7,491+27.3% | $5,124+86.1% |