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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 | $48,028 | $135,956-64.7% | $123,894-61.2% | $273,972-82.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 3.26% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $779 | $5,170-84.9% | $4,617-83.1% | $4,869-84.0% |
| Participant deferral / active EE | $3,114 | $6,343-50.9% | $5,984-48.0% | $5,287-41.1% |
| Admin fee / account holder | $600 | $9,817-93.9% | $8,357-92.8% | $10,133-94.1% |