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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 | $44,001 | $136,860-67.8% | $120,344-63.4% | $154,746-71.6% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 4.10% | 21.38%-17.3pp | 20.30%-16.2pp | 172.34%-168.2pp |
| Employer contribution / active EE | $648 | $3,533-81.6% | $3,020-78.5% | $4,379-85.2% |
| Participant deferral / active EE | $2,226 | $5,793-61.6% | $5,135-56.7% | $6,730-66.9% |
| Admin fee / account holder | $7,618 | $15,393-50.5% | $12,742-40.2% | $14,365-47.0% |