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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 | $42,527 | $55,713-23.7% | $75,901-44.0% | $72,975-41.7% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.3%-26.0pp | 69.5%-26.2pp |
| Annual return | 12.86% | 27.60%-14.7pp | 30.76%-17.9pp | 81.01%-68.2pp |
| Employer contribution / active EE | $5 | $1,687-99.7% | $2,501-99.8% | $2,440-99.8% |
| Participant deferral / active EE | $962 | $2,634-63.5% | $3,603-73.3% | $3,608-73.3% |
| Admin fee / account holder | $5,550 | $3,980+39.4% | $5,420+2.4% | $5,124+8.3% |