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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 | $59,432 | $68,852-13.7% | $120,524-50.7% | $80,925-26.6% |
| Participation rate | 38.8% | 61.6%-22.9pp | 71.9%-33.2pp | 67.7%-28.9pp |
| Annual return | 3.69% | 23.67%-20.0pp | 107.36%-103.7pp | 35.65%-32.0pp |
| Employer contribution / active EE | $306 | $2,063-85.2% | $3,469-91.2% | $2,756-88.9% |
| Participant deferral / active EE | $1,907 | $3,187-40.2% | $4,994-61.8% | $4,299-55.6% |
| Admin fee / account holder | $4,606 | $5,781-20.3% | $9,440-51.2% | $6,940-33.6% |