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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 | $52,808 | $124,980-57.7% | $108,359-51.3% | $154,746-65.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 2.21% | 45.00%-42.8pp | 36.89%-34.7pp | 172.34%-170.1pp |
| Employer contribution / active EE | $460 | $2,851-83.9% | $2,399-80.8% | $4,379-89.5% |
| Participant deferral / active EE | $3,000 | $4,743-36.7% | $4,137-27.5% | $6,730-55.4% |
| Admin fee / account holder | $2,120 | $11,502-81.6% | $9,741-78.2% | $14,365-85.2% |