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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 | $43,787 | $101,798-57.0% | $165,071-73.5% | $80,935-45.9% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.7%+0.1pp |
| Annual return | 6.78% | 16.73%-10.0pp | 70.17%-63.4pp | 35.66%-28.9pp |
| Employer contribution / active EE | $662 | $2,954-77.6% | $4,347-84.8% | $2,757-76.0% |
| Participant deferral / active EE | $3,303 | $4,476-26.2% | $6,035-45.3% | $4,299-23.2% |
| Admin fee / account holder | $1,079 | $8,221-86.9% | $12,695-91.5% | $6,924-84.4% |