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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 | $48,631 | $70,366-30.9% | $66,674-27.1% | $138,895-65.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 12.52% | 386.41%-373.9pp | 321.24%-308.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $208 | $2,765-92.5% | $2,620-92.0% | $4,194-95.0% |
| Participant deferral / active EE | $1,655 | $4,374-62.2% | $4,084-59.5% | $6,396-74.1% |
| Admin fee / account holder | $1,806 | $5,262-65.7% | $5,098-64.6% | $12,562-85.6% |