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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 | $45,352 | $124,330-63.5% | $109,173-58.5% | $167,536-72.9% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 3.74% | 26.04%-22.3pp | 25.75%-22.0pp | 478.82%-475.1pp |
| Employer contribution / active EE | $633 | $4,209-85.0% | $3,723-83.0% | $4,839-86.9% |
| Participant deferral / active EE | $1,921 | $5,256-63.5% | $4,654-58.7% | $6,342-69.7% |
| Admin fee / account holder | $687 | $7,974-91.4% | $6,755-89.8% | $12,315-94.4% |