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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 | $59,954 | $72,486-17.3% | $87,103-31.2% | $72,976-17.8% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 15.51% | 24.46%-8.9pp | 28.19%-12.7pp | 81.02%-65.5pp |
| Employer contribution / active EE | $343 | $1,894-81.9% | $2,521-86.4% | $2,440-85.9% |
| Participant deferral / active EE | $2,033 | $3,270-37.8% | $4,049-49.8% | $3,608-43.6% |
| Admin fee / account holder | $2,842 | $5,055-43.8% | $7,491-62.1% | $5,124-44.5% |