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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 | $55,710 | $55,902-0.3% | $76,030-26.7% | $80,959-31.2% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.1%-25.1pp | 67.7%-23.7pp |
| Annual return | 7.60% | 20.59%-13.0pp | 361.54%-353.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $250 | $1,867-86.6% | $2,688-90.7% | $2,757-90.9% |
| Participant deferral / active EE | $1,782 | $3,051-41.6% | $4,257-58.1% | $4,300-58.6% |
| Admin fee / account holder | $787 | $5,239-85.0% | $6,421-87.7% | $6,925-88.6% |