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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 | $55,932-3.8% | $76,735-29.9% | $67,986-20.9% |
| Participation rate | 31.3% | 50.8%-19.5pp | 69.5%-38.2pp | 57.2%-25.9pp |
| Annual return | 10.24% | 23.10%-12.9pp | 29.77%-19.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $145 | $1,487-90.3% | $2,454-94.1% | $2,019-92.8% |
| Participant deferral / active EE | $959 | $2,558-62.5% | $4,088-76.6% | $3,358-71.5% |
| Admin fee / account holder | $2,591 | $4,907-47.2% | $7,189-64.0% | $3,203-19.1% |