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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 | $46,755 | $60,349-22.5% | $74,184-37.0% | $62,881-25.6% |
| Participation rate | 55.2% | 72.7%-17.6pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 3.70% | 21.38%-17.7pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $335 | $1,680-80.1% | $2,370-85.9% | $2,281-85.3% |
| Participant deferral / active EE | $2,597 | $2,856-9.1% | $3,550-26.8% | $3,203-18.9% |
| Admin fee / account holder | $307 | $4,261-92.8% | $5,586-94.5% | $4,296-92.8% |