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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 | $59,333 | $95,404-37.8% | $113,397-47.7% | $82,637-28.2% |
| Participation rate | 41.4% | 72.8%-31.4pp | 76.5%-35.1pp | 68.1%-26.7pp |
| Annual return | 11.61% | 19.08%-7.5pp | 23.20%-11.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $341 | $2,307-85.2% | $2,977-88.6% | $2,552-86.7% |
| Participant deferral / active EE | $2,532 | $4,220-40.0% | $5,076-50.1% | $4,126-38.6% |
| Admin fee / account holder | $13,312 | $9,168+45.2% | $11,957+11.3% | $7,339+81.4% |