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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 | $57,224 | $67,602-15.4% | $82,312-30.5% | $70,126-18.4% |
| Participation rate | 48.9% | 72.8%-23.9pp | 76.9%-28.0pp | 69.5%-20.7pp |
| Annual return | 8.13% | 21.57%-13.4pp | 25.88%-17.8pp | 73.15%-65.0pp |
| Employer contribution / active EE | $316 | $1,755-82.0% | $2,428-87.0% | $2,343-86.5% |
| Participant deferral / active EE | $1,635 | $2,987-45.3% | $3,706-55.9% | $3,332-50.9% |
| Admin fee / account holder | $546 | $4,512-87.9% | $5,608-90.3% | $4,645-88.2% |