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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 | $33,177 | $52,580-36.9% | $71,671-53.7% | $70,131-52.7% |
| Participation rate | 61.0% | 60.9%+0.1pp | 68.7%-7.8pp | 69.5%-8.6pp |
| Annual return | 7.81% | 20.25%-12.4pp | 20.65%-12.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $62 | $1,616-96.2% | $2,460-97.5% | $2,342-97.4% |
| Participant deferral / active EE | $1,230 | $2,386-48.4% | $3,438-64.2% | $3,332-63.1% |
| Admin fee / account holder | $1,817 | $3,653-50.2% | $5,558-67.3% | $4,645-60.9% |