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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 | $57,632 | $72,486-20.5% | $87,103-33.8% | $72,976-21.0% |
| Participation rate | 47.8% | 72.8%-25.0pp | 76.9%-29.0pp | 69.5%-21.7pp |
| Annual return | 5.30% | 24.46%-19.2pp | 28.19%-22.9pp | 81.02%-75.7pp |
| Employer contribution / active EE | $262 | $1,894-86.2% | $2,521-89.6% | $2,440-89.3% |
| Participant deferral / active EE | $2,496 | $3,270-23.6% | $4,049-38.3% | $3,608-30.8% |
| Admin fee / account holder | $1,121 | $5,055-77.8% | $7,491-85.0% | $5,124-78.1% |