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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 | $31,579 | $72,486-56.4% | $87,103-63.7% | $72,976-56.7% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.9%-31.2pp | 69.5%-23.8pp |
| Annual return | 15.65% | 24.46%-8.8pp | 28.19%-12.5pp | 81.02%-65.4pp |
| Employer contribution / active EE | $254 | $1,894-86.6% | $2,521-89.9% | $2,440-89.6% |
| Participant deferral / active EE | $1,994 | $3,270-39.0% | $4,049-50.8% | $3,608-44.7% |
| Admin fee / account holder | $4,817 | $5,055-4.7% | $7,491-35.7% | $5,124-6.0% |