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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 | $48,356 | $78,015-38.0% | $178,505-72.9% | $80,959-40.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 77.1%-43.8pp | 67.7%-34.3pp |
| Annual return | 10.66% | 18.10%-7.4pp | 27.16%-16.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $410 | $2,281-82.0% | $3,955-89.6% | $2,757-85.1% |
| Participant deferral / active EE | $4,102 | $4,406-6.9% | $6,280-34.7% | $4,300-4.6% |
| Admin fee / account holder | $397 | $7,160-94.5% | $10,428-96.2% | $6,925-94.3% |