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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 | $50,855 | $56,894-10.6% | $84,753-40.0% | $62,881-19.1% |
| Participation rate | 45.5% | 68.5%-23.1pp | 76.6%-31.1pp | 69.3%-23.9pp |
| Annual return | 4.05% | 6.30%-2.3pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $4 | $2,400-99.8% | $3,574-99.9% | $2,281-99.8% |
| Participant deferral / active EE | $2,391 | $2,709-11.7% | $3,712-35.6% | $3,203-25.3% |
| Admin fee / account holder | $1,420 | $3,581-60.4% | $5,333-73.4% | $4,296-67.0% |