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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 | $53,511 | $72,269-26.0% | $101,271-47.2% | $79,852-33.0% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-32.9pp | 69.6%-26.8pp |
| Annual return | 9.62% | 22.29%-12.7pp | 46.48%-36.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $174 | $2,692-93.5% | $3,660-95.2% | $2,471-92.9% |
| Participant deferral / active EE | $1,500 | $3,282-54.3% | $4,371-65.7% | $3,740-59.9% |
| Admin fee / account holder | $778 | $4,401-82.3% | $5,948-86.9% | $5,306-85.3% |