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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 | $49,468 | $78,428-36.9% | $95,960-48.4% | $79,852-38.1% |
| Participation rate | 68.9% | 73.5%-4.6pp | 77.1%-8.2pp | 69.6%-0.8pp |
| Annual return | 7.95% | 19.37%-11.4pp | 91.63%-83.7pp | 31.72%-23.8pp |
| Employer contribution / active EE | $151 | $1,945-92.2% | $2,541-94.0% | $2,471-93.9% |
| Participant deferral / active EE | $1,775 | $3,440-48.4% | $4,167-57.4% | $3,740-52.5% |
| Admin fee / account holder | $4,090 | $5,622-27.3% | $6,797-39.8% | $5,306-22.9% |