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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 | $52,316 | $99,345-47.3% | $84,753-38.3% | $273,972-80.9% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 0.88% | 22.93%-22.1pp | 22.78%-21.9pp | 41.46%-40.6pp |
| Employer contribution / active EE | $532 | $4,214-87.4% | $3,574-85.1% | $4,869-89.1% |
| Participant deferral / active EE | $1,553 | $4,270-63.6% | $3,712-58.2% | $5,287-70.6% |
| Admin fee / account holder | $799 | $6,645-88.0% | $5,333-85.0% | $10,133-92.1% |