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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 | $48,430 | $99,345-51.3% | $84,753-42.9% | $273,972-82.3% |
| Participation rate | 63.2% | 80.7%-17.5pp | 76.6%-13.4pp | 83.0%-19.9pp |
| Annual return | -4.88% | 22.93%-27.8pp | 22.78%-27.7pp | 41.46%-46.3pp |
| Employer contribution / active EE | $452 | $4,214-89.3% | $3,574-87.4% | $4,869-90.7% |
| Participant deferral / active EE | $1,844 | $4,270-56.8% | $3,712-50.3% | $5,287-65.1% |
| Admin fee / account holder | $1,078 | $6,645-83.8% | $5,333-79.8% | $10,133-89.4% |