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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 | $124,425-64.6% | $112,040-60.7% | $137,256-67.9% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 4.10% | 24.72%-20.6pp | 24.52%-20.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $648 | $3,411-81.0% | $2,954-78.0% | $4,156-84.4% |
| Participant deferral / active EE | $2,226 | $5,718-61.1% | $5,098-56.3% | $6,407-65.3% |
| Admin fee / account holder | $7,618 | $15,207-49.9% | $12,098-37.0% | $12,270-37.9% |