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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 | $45,684 | $185,141-75.3% | $153,416-70.2% | $155,188-70.6% |
| Participation rate | 62.5% | 79.9%-17.4pp | 74.3%-11.8pp | 80.8%-18.3pp |
| Annual return | -3.70% | 18.72%-22.4pp | 17.84%-21.5pp | 148.84%-152.5pp |
| Employer contribution / active EE | $827 | $4,489-81.6% | $3,764-78.0% | $4,248-80.5% |
| Participant deferral / active EE | $4,395 | $5,477-19.8% | $4,723-7.0% | $6,531-32.7% |
| Admin fee / account holder | $711 | $16,005-95.6% | $13,095-94.6% | $14,480-95.1% |