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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 | $45,399 | $59,839-24.1% | $81,988-44.6% | $79,858-43.1% |
| Participation rate | 69.4% | 61.6%+7.8pp | 69.3%+0.2pp | 69.6%-0.2pp |
| Annual return | 2.78% | 17.56%-14.8pp | 41.31%-38.5pp | 31.72%-28.9pp |
| Employer contribution / active EE | $233 | $1,713-86.4% | $2,498-90.7% | $2,471-90.6% |
| Participant deferral / active EE | $2,470 | $2,695-8.4% | $3,722-33.6% | $3,740-34.0% |
| Admin fee / account holder | $1,441 | $4,287-66.4% | $5,665-74.6% | $5,306-72.8% |