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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 | $53,882 | $76,551-29.6% | $123,894-56.5% | $62,881-14.3% |
| Participation rate | 19.2% | 73.0%-53.8pp | 81.4%-62.2pp | 69.3%-50.1pp |
| Annual return | 5.10% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $62 | $2,882-97.8% | $4,617-98.7% | $2,281-97.3% |
| Participant deferral / active EE | $2,733 | $4,840-43.5% | $5,984-54.3% | $3,203-14.7% |
| Admin fee / account holder | $950 | $4,826-80.3% | $8,357-88.6% | $4,296-77.9% |