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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 | $49,160 | $77,896-36.9% | $134,172-63.4% | $82,448-40.4% |
| Participation rate | 41.9% | 62.8%-20.9pp | 72.5%-30.5pp | 68.1%-26.1pp |
| Annual return | 11.47% | 18.21%-6.7pp | 25.30%-13.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $257 | $2,159-88.1% | $3,420-92.5% | $2,551-89.9% |
| Participant deferral / active EE | $1,150 | $3,162-63.6% | $4,690-75.5% | $4,139-72.2% |
| Admin fee / account holder | $1,013 | $6,336-84.0% | $12,016-91.6% | $7,234-86.0% |