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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 | $49,606 | $71,230-30.4% | $93,727-47.1% | $80,959-38.7% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.5pp |
| Annual return | 9.18% | 11.26%-2.1pp | 133.83%-124.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $221 | $1,565-85.9% | $2,421-90.9% | $2,757-92.0% |
| Participant deferral / active EE | $1,440 | $4,037-64.3% | $4,417-67.4% | $4,300-66.5% |
| Admin fee / account holder | $4,012 | $6,961-42.4% | $8,292-51.6% | $6,925-42.1% |