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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 | $39,142 | $67,602-42.1% | $82,312-52.4% | $70,126-44.2% |
| Participation rate | 58.9% | 72.8%-13.9pp | 76.9%-18.0pp | 69.5%-10.6pp |
| Annual return | 10.19% | 21.57%-11.4pp | 25.88%-15.7pp | 73.15%-63.0pp |
| Employer contribution / active EE | $336 | $1,755-80.8% | $2,428-86.1% | $2,343-85.6% |
| Participant deferral / active EE | $2,011 | $2,987-32.7% | $3,706-45.7% | $3,332-39.6% |
| Admin fee / account holder | $1,559 | $4,512-65.4% | $5,608-72.2% | $4,645-66.4% |