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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 | $138,312-68.2% | $122,979-64.2% | $155,188-71.6% |
| Participation rate | 54.5% | 80.2%-25.6pp | 77.2%-22.6pp | 80.8%-26.3pp |
| Annual return | 4.10% | 22.06%-18.0pp | 20.12%-16.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $648 | $3,530-81.6% | $3,062-78.8% | $4,248-84.7% |
| Participant deferral / active EE | $2,226 | $5,592-60.2% | $5,003-55.5% | $6,531-65.9% |
| Admin fee / account holder | $7,618 | $15,089-49.5% | $12,864-40.8% | $14,480-47.4% |