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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 | $57,712 | $71,230-19.0% | $93,727-38.4% | $80,959-28.7% |
| Participation rate | 43.7% | 60.4%-16.7pp | 68.7%-25.0pp | 67.7%-24.0pp |
| Annual return | 6.05% | 11.26%-5.2pp | 133.83%-127.8pp | 35.67%-29.6pp |
| Employer contribution / active EE | $77 | $1,565-95.1% | $2,421-96.8% | $2,757-97.2% |
| Participant deferral / active EE | $3,828 | $4,037-5.2% | $4,417-13.3% | $4,300-11.0% |
| Admin fee / account holder | $9,961 | $6,961+43.1% | $8,292+20.1% | $6,925+43.8% |