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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 | $100,194-57.2% | $122,979-65.2% | $86,983-50.7% |
| Participation rate | 61.8% | 73.0%-11.2pp | 77.2%-15.4pp | 69.5%-7.8pp |
| Annual return | 4.15% | 16.47%-12.3pp | 20.12%-16.0pp | 25.83%-21.7pp |
| Employer contribution / active EE | $420 | $2,326-81.9% | $3,062-86.3% | $2,584-83.7% |
| Participant deferral / active EE | $2,176 | $4,133-47.3% | $5,003-56.5% | $4,194-48.1% |
| Admin fee / account holder | $1,666 | $10,148-83.6% | $12,864-87.0% | $7,856-78.8% |