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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 | $46,504 | $73,981-37.1% | $105,754-56.0% | $62,881-26.0% |
| Participation rate | 46.6% | 71.7%-25.1pp | 78.9%-32.3pp | 69.3%-22.7pp |
| Annual return | 4.28% | 17.60%-13.3pp | 12.25%-8.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $266 | $2,856-90.7% | $4,079-93.5% | $2,281-88.3% |
| Participant deferral / active EE | $1,908 | $4,038-52.7% | $5,326-64.2% | $3,203-40.4% |
| Admin fee / account holder | $1,492 | $5,976-75.0% | $8,309-82.1% | $4,296-65.3% |