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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 | $45,617 | $67,602-32.5% | $82,312-44.6% | $70,126-35.0% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.4pp |
| Annual return | 10.27% | 21.57%-11.3pp | 25.88%-15.6pp | 73.15%-62.9pp |
| Employer contribution / active EE | $128 | $1,755-92.7% | $2,428-94.7% | $2,343-94.5% |
| Participant deferral / active EE | $1,798 | $2,987-39.8% | $3,706-51.5% | $3,332-46.0% |
| Admin fee / account holder | $2,511 | $4,512-44.4% | $5,608-55.2% | $4,645-46.0% |