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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 | $47,527 | $72,486-34.4% | $87,103-45.4% | $72,976-34.9% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.9%-38.3pp | 69.5%-30.9pp |
| Annual return | 6.20% | 24.46%-18.3pp | 28.19%-22.0pp | 81.02%-74.8pp |
| Employer contribution / active EE | $190 | $1,894-89.9% | $2,521-92.4% | $2,440-92.2% |
| Participant deferral / active EE | $1,652 | $3,270-49.5% | $4,049-59.2% | $3,608-54.2% |
| Admin fee / account holder | $863 | $5,055-82.9% | $7,491-88.5% | $5,124-83.2% |