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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 | $46,611 | $51,166-8.9% | $70,544-33.9% | $71,511-34.8% |
| Participation rate | 57.0% | 59.4%-2.4pp | 68.4%-11.4pp | 67.9%-10.9pp |
| Annual return | 13.05% | 42.71%-29.7pp | 32.79%-19.7pp | 28.86%-15.8pp |
| Employer contribution / active EE | $345 | $1,793-80.8% | $2,976-88.4% | $2,589-86.7% |
| Participant deferral / active EE | $2,067 | $3,031-31.8% | $4,568-54.7% | $4,291-51.8% |
| Admin fee / account holder | $2,015 | $2,000+0.7% | $6,427-68.7% | $1,588+26.8% |