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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 | $71,208-20.1% | $93,681-39.3% | $80,911-29.7% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 8.12% | 11.27%-3.2pp | 133.47%-125.4pp | 35.63%-27.5pp |
| Employer contribution / active EE | $364 | $1,564-76.7% | $2,422-85.0% | $2,756-86.8% |
| Participant deferral / active EE | $2,344 | $4,035-41.9% | $4,415-46.9% | $4,297-45.5% |
| Admin fee / account holder | $2,042 | $6,951-70.6% | $8,290-75.4% | $6,935-70.6% |