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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 | $54,379 | $72,492-25.0% | $87,104-37.6% | $72,975-25.5% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 1.01% | 24.46%-23.4pp | 28.19%-27.2pp | 81.01%-80.0pp |
| Employer contribution / active EE | $392 | $1,894-79.3% | $2,521-84.5% | $2,440-83.9% |
| Participant deferral / active EE | $2,132 | $3,270-34.8% | $4,048-47.3% | $3,608-40.9% |
| Admin fee / account holder | $2,414 | $5,055-52.2% | $7,491-67.8% | $5,124-52.9% |