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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 | $39,413 | $68,880-42.8% | $120,580-67.3% | $80,959-51.3% |
| Participation rate | 54.8% | 61.7%-6.9pp | 72.0%-17.1pp | 67.7%-12.8pp |
| Annual return | 8.40% | 23.68%-15.3pp | 107.48%-99.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $167 | $2,066-91.9% | $3,469-95.2% | $2,757-93.9% |
| Participant deferral / active EE | $1,400 | $3,191-56.1% | $4,995-72.0% | $4,300-67.4% |
| Admin fee / account holder | $2,394 | $5,785-58.6% | $9,418-74.6% | $6,925-65.4% |