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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 | $47,956 | $78,423-38.8% | $95,964-50.0% | $79,856-39.9% |
| Participation rate | 42.2% | 73.5%-31.3pp | 77.1%-34.9pp | 69.6%-27.5pp |
| Annual return | 9.02% | 19.37%-10.4pp | 91.64%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $76 | $1,945-96.1% | $2,541-97.0% | $2,471-96.9% |
| Participant deferral / active EE | $1,660 | $3,440-51.7% | $4,167-60.2% | $3,741-55.6% |
| Admin fee / account holder | $2,171 | $5,622-61.4% | $6,797-68.1% | $5,306-59.1% |