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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 | $56,890 | $71,215-20.1% | $93,696-39.3% | $80,935-29.7% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.7%-11.7pp |
| Annual return | 8.12% | 11.27%-3.2pp | 133.74%-125.6pp | 35.66%-27.5pp |
| Employer contribution / active EE | $364 | $1,565-76.7% | $2,422-85.0% | $2,757-86.8% |
| Participant deferral / active EE | $2,344 | $4,037-41.9% | $4,417-46.9% | $4,299-45.5% |
| Admin fee / account holder | $2,042 | $6,958-70.7% | $8,287-75.4% | $6,924-70.5% |