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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 | $41,373 | $88,370-53.2% | $112,977-63.4% | $79,856-48.2% |
| Participation rate | 48.1% | 76.8%-28.7pp | 82.6%-34.5pp | 69.6%-21.6pp |
| Annual return | 10.09% | 23.16%-13.1pp | 24.24%-14.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $526 | $3,398-84.5% | $4,255-87.6% | $2,471-78.7% |
| Participant deferral / active EE | $1,697 | $4,536-62.6% | $5,836-70.9% | $3,741-54.6% |
| Admin fee / account holder | $5,021 | $5,750-12.7% | $6,294-20.2% | $5,306-5.4% |