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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 | $39,982 | $56,054-28.7% | $171,082-76.6% | $62,881-36.4% |
| Participation rate | 62.8% | 62.9%-0.1pp | 76.7%-13.9pp | 69.3%-6.5pp |
| Annual return | 4.93% | 22.52%-17.6pp | 32.56%-27.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $201 | $1,731-88.4% | $4,002-95.0% | $2,281-91.2% |
| Participant deferral / active EE | $1,756 | $3,158-44.4% | $4,797-63.4% | $3,203-45.2% |
| Admin fee / account holder | $1,578 | $3,647-56.7% | $8,520-81.5% | $4,296-63.3% |