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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 | $59,893 | $110,337-45.7% | $102,383-41.5% | $145,877-58.9% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 5.36% | 24.83%-19.5pp | 24.94%-19.6pp | 551.28%-545.9pp |
| Employer contribution / active EE | $477 | $4,216-88.7% | $3,870-87.7% | $4,663-89.8% |
| Participant deferral / active EE | $2,452 | $5,621-56.4% | $5,060-51.5% | $6,691-63.4% |
| Admin fee / account holder | $317 | $9,750-96.7% | $8,391-96.2% | $13,402-97.6% |