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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 | $40,781 | $72,607-43.8% | $90,259-54.8% | $87,485-53.4% |
| Participation rate | 43.1% | 64.8%-21.7pp | 70.7%-27.6pp | 68.9%-25.8pp |
| Annual return | 10.80% | 18.59%-7.8pp | 18.88%-8.1pp | 26.06%-15.3pp |
| Employer contribution / active EE | $255 | $1,919-86.7% | $2,291-88.9% | $2,596-90.2% |
| Participant deferral / active EE | $1,556 | $3,055-49.1% | $3,827-59.3% | $4,274-63.6% |
| Admin fee / account holder | $440 | $5,947-92.6% | $7,267-93.9% | $7,775-94.3% |