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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 | $42,492 | $41,377+2.7% | $109,313-61.1% | $62,881-32.4% |
| Participation rate | 41.4% | 57.5%-16.2pp | 71.3%-29.9pp | 69.3%-27.9pp |
| Annual return | 3.66% | 11.05%-7.4pp | 22.07%-18.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $101 | $1,276-92.1% | $3,892-97.4% | $2,281-95.6% |
| Participant deferral / active EE | $1,493 | $2,045-27.0% | $3,166-52.9% | $3,203-53.4% |
| Admin fee / account holder | $4,412 | $2,884+53.0% | $5,666-22.1% | $4,296+2.7% |