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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 | $51,172 | $124,330-58.8% | $109,173-53.1% | $167,536-69.5% |
| Participation rate | 27.3% | 79.5%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 4.05% | 26.04%-22.0pp | 25.75%-21.7pp | 478.82%-474.8pp |
| Employer contribution / active EE | $441 | $4,209-89.5% | $3,723-88.2% | $4,839-90.9% |
| Participant deferral / active EE | $2,012 | $5,256-61.7% | $4,654-56.8% | $6,342-68.3% |
| Admin fee / account holder | $640 | $7,974-92.0% | $6,755-90.5% | $12,315-94.8% |