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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 | $56,637 | $67,602-16.2% | $82,312-31.2% | $70,126-19.2% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 10.93% | 21.57%-10.6pp | 25.88%-14.9pp | 73.15%-62.2pp |
| Employer contribution / active EE | $194 | $1,755-88.9% | $2,428-92.0% | $2,343-91.7% |
| Participant deferral / active EE | $1,939 | $2,987-35.1% | $3,706-47.7% | $3,332-41.8% |
| Admin fee / account holder | $1,945 | $4,512-56.9% | $5,608-65.3% | $4,645-58.1% |