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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 | $54,489 | $111,787-51.3% | $93,681-41.8% | $145,978-62.7% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 7.64% | 203.52%-195.9pp | 133.47%-125.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $123 | $3,093-96.0% | $2,422-94.9% | $4,662-97.4% |
| Participant deferral / active EE | $2,212 | $4,918-55.0% | $4,415-49.9% | $6,690-66.9% |
| Admin fee / account holder | $2,431 | $10,256-76.3% | $8,290-70.7% | $13,400-81.9% |