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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 | $45,257 | $103,966-56.5% | $112,899-59.9% | $75,181-39.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 80.5%-30.5pp | 67.2%-17.2pp |
| Annual return | 12.55% | 24.54%-12.0pp | 34.11%-21.6pp | 160.69%-148.1pp |
| Employer contribution / active EE | $272 | $3,870-93.0% | $4,566-94.0% | $2,671-89.8% |
| Participant deferral / active EE | $2,387 | $5,456-56.2% | $6,516-63.4% | $4,126-42.1% |
| Admin fee / account holder | $505 | $7,663-93.4% | $7,047-92.8% | $5,650-91.1% |