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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 | $31,418 | $58,099-45.9% | $76,902-59.1% | $75,177-58.2% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.6%-22.1pp | 67.2%-19.7pp |
| Annual return | 3.81% | 26.71%-22.9pp | 37.91%-34.1pp | 160.75%-156.9pp |
| Employer contribution / active EE | $397 | $1,996-80.1% | $2,534-84.3% | $2,671-85.1% |
| Participant deferral / active EE | $1,587 | $2,999-47.1% | $3,833-58.6% | $4,126-61.5% |
| Admin fee / account holder | $2,436 | $4,778-49.0% | $5,479-55.5% | $5,651-56.9% |