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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 | $42,842 | $95,404-55.1% | $113,397-62.2% | $82,637-48.2% |
| Participation rate | 61.8% | 72.8%-11.1pp | 76.5%-14.7pp | 68.1%-6.3pp |
| Annual return | 4.15% | 19.08%-14.9pp | 23.20%-19.1pp | 53.51%-49.4pp |
| Employer contribution / active EE | $420 | $2,307-81.8% | $2,977-85.9% | $2,552-83.5% |
| Participant deferral / active EE | $2,176 | $4,220-48.4% | $5,076-57.1% | $4,126-47.3% |
| Admin fee / account holder | $1,666 | $9,168-81.8% | $11,957-86.1% | $7,339-77.3% |