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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 | $45,045 | $58,512-23.0% | $84,020-46.4% | $72,983-38.3% |
| Participation rate | 30.6% | 61.2%-30.6pp | 69.0%-38.4pp | 69.5%-38.8pp |
| Annual return | 16.16% | 28.93%-12.8pp | 71.31%-55.2pp | 81.01%-64.8pp |
| Employer contribution / active EE | $11 | $1,163-99.0% | $1,984-99.4% | $2,440-99.5% |
| Participant deferral / active EE | $2,158 | $2,394-9.9% | $3,239-33.4% | $3,608-40.2% |
| Admin fee / account holder | $546 | $4,569-88.1% | $6,101-91.1% | $5,124-89.4% |