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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 | $57,850 | $58,848-1.7% | $88,179-34.4% | $82,637-30.0% |
| Participation rate | 30.0% | 57.9%-27.9pp | 69.1%-39.1pp | 68.1%-38.1pp |
| Annual return | 13.50% | 22.76%-9.3pp | 64.97%-51.5pp | 53.51%-40.0pp |
| Employer contribution / active EE | $211 | $1,678-87.4% | $2,549-91.7% | $2,552-91.7% |
| Participant deferral / active EE | $1,442 | $3,124-53.8% | $4,614-68.7% | $4,126-65.1% |
| Admin fee / account holder | $2,430 | $4,795-49.3% | $7,673-68.3% | $7,339-66.9% |