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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 | $59,215 | $67,602-12.4% | $82,312-28.1% | $70,126-15.6% |
| Participation rate | 28.6% | 72.8%-44.2pp | 76.9%-48.3pp | 69.5%-41.0pp |
| Annual return | 10.09% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.1pp |
| Employer contribution / active EE | $356 | $1,755-79.7% | $2,428-85.3% | $2,343-84.8% |
| Participant deferral / active EE | $1,513 | $2,987-49.4% | $3,706-59.2% | $3,332-54.6% |
| Admin fee / account holder | $2,090 | $4,512-53.7% | $5,608-62.7% | $4,645-55.0% |