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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 | $51,087 | $73,955-30.9% | $96,520-47.1% | $75,181-32.0% |
| Participation rate | 46.2% | 66.4%-20.3pp | 74.3%-28.2pp | 67.2%-21.0pp |
| Annual return | 12.82% | 26.72%-13.9pp | 35.72%-22.9pp | 160.69%-147.9pp |
| Employer contribution / active EE | $243 | $2,930-91.7% | $3,739-93.5% | $2,671-90.9% |
| Participant deferral / active EE | $3,462 | $3,659-5.4% | $4,879-29.0% | $4,126-16.1% |
| Admin fee / account holder | $6,271 | $5,217+20.2% | $6,733-6.9% | $5,650+11.0% |