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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 | $47,298 | $96,491-51.0% | $75,894-37.7% | $152,885-69.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 10.98% | 33.98%-23.0pp | 30.76%-19.8pp | 345.39%-334.4pp |
| Employer contribution / active EE | $162 | $3,310-95.1% | $2,501-93.5% | $4,763-96.6% |
| Participant deferral / active EE | $1,817 | $4,553-60.1% | $3,603-49.6% | $5,851-69.0% |
| Admin fee / account holder | $3,118 | $8,079-61.4% | $5,420-42.5% | $11,598-73.1% |