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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 | $49,962 | $67,602-26.1% | $82,312-39.3% | $70,126-28.8% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 11.52% | 21.57%-10.1pp | 25.88%-14.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $226 | $1,755-87.1% | $2,428-90.7% | $2,343-90.3% |
| Participant deferral / active EE | $1,466 | $2,987-50.9% | $3,706-60.5% | $3,332-56.0% |
| Admin fee / account holder | $4,764 | $4,512+5.6% | $5,608-15.0% | $4,645+2.6% |