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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 | $41,164 | $95,404-56.9% | $113,397-63.7% | $82,637-50.2% |
| Participation rate | 46.7% | 72.8%-26.2pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 10.07% | 19.08%-9.0pp | 23.20%-13.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $121 | $2,307-94.7% | $2,977-95.9% | $2,552-95.2% |
| Participant deferral / active EE | $2,307 | $4,220-45.3% | $5,076-54.6% | $4,126-44.1% |
| Admin fee / account holder | $4,316 | $9,168-52.9% | $11,957-63.9% | $7,339-41.2% |