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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 | $29,404 | $59,123-50.3% | $77,183-61.9% | $75,181-60.9% |
| Participation rate | 48.1% | 63.9%-15.8pp | 69.6%-21.5pp | 67.2%-19.1pp |
| Annual return | 5.88% | 26.72%-20.8pp | 37.89%-32.0pp | 160.69%-154.8pp |
| Employer contribution / active EE | $143 | $1,996-92.9% | $2,534-94.4% | $2,671-94.7% |
| Participant deferral / active EE | $1,012 | $2,999-66.3% | $3,833-73.6% | $4,126-75.5% |
| Admin fee / account holder | $1,691 | $4,776-64.6% | $5,475-69.1% | $5,650-70.1% |