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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 | $64,480 | $181,896-64.6% | $156,551-58.8% | $273,972-76.5% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 0.39% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.1pp |
| Employer contribution / active EE | $955 | $6,248-84.7% | $5,501-82.6% | $4,869-80.4% |
| Participant deferral / active EE | $1,947 | $5,550-64.9% | $4,871-60.0% | $5,287-63.2% |
| Admin fee / account holder | $8,156 | $15,560-47.6% | $13,028-37.4% | $10,133-19.5% |