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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 | $57,558 | $80,992-28.9% | $96,534-40.4% | $75,173-23.4% |
| Participation rate | 58.3% | 71.8%-13.5pp | 76.0%-17.6pp | 67.2%-8.9pp |
| Annual return | 11.17% | 27.05%-15.9pp | 25.88%-14.7pp | 160.72%-149.5pp |
| Employer contribution / active EE | $336 | $2,283-85.3% | $2,965-88.7% | $2,671-87.4% |
| Participant deferral / active EE | $2,920 | $3,929-25.7% | $4,851-39.8% | $4,126-29.2% |
| Admin fee / account holder | $4,698 | $6,717-30.1% | $8,253-43.1% | $5,651-16.9% |