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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 | $61,609 | $101,795-39.5% | $165,100-62.7% | $80,959-23.9% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 8.97% | 16.73%-7.8pp | 70.21%-61.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $646 | $2,954-78.1% | $4,348-85.1% | $2,757-76.6% |
| Participant deferral / active EE | $2,278 | $4,476-49.1% | $6,035-62.3% | $4,300-47.0% |
| Admin fee / account holder | $1,446 | $8,221-82.4% | $12,696-88.6% | $6,925-79.1% |