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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 | $53,809 | $58,048-7.3% | $94,215-42.9% | $65,306-17.6% |
| Participation rate | 31.3% | 45.3%-14.0pp | 70.0%-38.6pp | 57.7%-26.4pp |
| Annual return | 10.24% | 19.61%-9.4pp | 28.22%-18.0pp | 21.94%-11.7pp |
| Employer contribution / active EE | $145 | $1,427-89.9% | $2,675-94.6% | $1,967-92.7% |
| Participant deferral / active EE | $959 | $2,407-60.2% | $4,276-77.6% | $2,959-67.6% |
| Admin fee / account holder | $2,591 | $4,610-43.8% | $10,216-74.6% | $3,480-25.5% |