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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 | $47,373 | $110,337-57.1% | $102,383-53.7% | $145,877-67.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.14% | 24.83%-18.7pp | 24.94%-18.8pp | 551.28%-545.1pp |
| Employer contribution / active EE | $804 | $4,216-80.9% | $3,870-79.2% | $4,663-82.8% |
| Participant deferral / active EE | $2,421 | $5,621-56.9% | $5,060-52.1% | $6,691-63.8% |
| Admin fee / account holder | $725 | $9,750-92.6% | $8,391-91.4% | $13,402-94.6% |