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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 | $46,563 | $78,423-40.6% | $95,964-51.5% | $79,856-41.7% |
| Participation rate | 57.7% | 73.5%-15.8pp | 77.1%-19.4pp | 69.6%-11.9pp |
| Annual return | 0.91% | 19.37%-18.5pp | 91.64%-90.7pp | 31.71%-30.8pp |
| Employer contribution / active EE | $438 | $1,945-77.5% | $2,541-82.8% | $2,471-82.3% |
| Participant deferral / active EE | $2,192 | $3,440-36.3% | $4,167-47.4% | $3,741-41.4% |
| Admin fee / account holder | $8,807 | $5,622+56.7% | $6,797+29.6% | $5,306+66.0% |