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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 | $49,950 | $52,379-4.6% | $46,225+8.1% | $273,972-81.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.5%-36.6pp | 83.0%-40.2pp |
| Annual return | -0.14% | 7.23%-7.4pp | 7.57%-7.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $949 | $4,226-77.5% | $3,424-72.3% | $4,869-80.5% |
| Participant deferral / active EE | $1,311 | $4,660-71.9% | $3,776-65.3% | $5,287-75.2% |
| Admin fee / account holder | $959 | $4,652-79.4% | $3,519-72.8% | $10,133-90.5% |