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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 | $50,902 | $59,440-14.4% | $78,004-34.7% | $82,637-38.4% |
| Participation rate | 42.1% | 62.8%-20.7pp | 69.4%-27.3pp | 68.1%-25.9pp |
| Annual return | 9.21% | 40.24%-31.0pp | 31.07%-21.9pp | 53.51%-44.3pp |
| Employer contribution / active EE | $328 | $1,750-81.2% | $2,469-86.7% | $2,552-87.1% |
| Participant deferral / active EE | $2,034 | $3,138-35.2% | $4,092-50.3% | $4,126-50.7% |
| Admin fee / account holder | $4,419 | $5,504-19.7% | $7,578-41.7% | $7,339-39.8% |