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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 | $58,502 | $118,488-50.6% | $98,462-40.6% | $139,487-58.1% |
| Participation rate | 58.3% | 77.5%-19.1pp | 75.2%-16.8pp | 80.3%-22.0pp |
| Annual return | 6.25% | 18.96%-12.7pp | 21.17%-14.9pp | 373.84%-367.6pp |
| Employer contribution / active EE | $619 | $3,611-82.9% | $3,049-79.7% | $4,755-87.0% |
| Participant deferral / active EE | $2,043 | $5,393-62.1% | $4,738-56.9% | $6,713-69.6% |
| Admin fee / account holder | $17,533 | $13,868+26.4% | $8,875+97.6% | $11,407+53.7% |