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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 | $54,039 | $72,486-25.4% | $87,103-38.0% | $72,976-25.9% |
| Participation rate | 39.7% | 72.8%-33.1pp | 76.9%-37.2pp | 69.5%-29.8pp |
| Annual return | 15.64% | 24.46%-8.8pp | 28.19%-12.5pp | 81.02%-65.4pp |
| Employer contribution / active EE | $273 | $1,894-85.6% | $2,521-89.2% | $2,440-88.8% |
| Participant deferral / active EE | $1,696 | $3,270-48.1% | $4,049-58.1% | $3,608-53.0% |
| Admin fee / account holder | $340 | $5,055-93.3% | $7,491-95.5% | $5,124-93.4% |