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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 | $59,981 | $181,896-67.0% | $156,551-61.7% | $273,972-78.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 1.75% | 30.74%-29.0pp | 32.23%-30.5pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,106 | $6,248-82.3% | $5,501-79.9% | $4,869-77.3% |
| Participant deferral / active EE | $3,817 | $5,550-31.2% | $4,871-21.6% | $5,287-27.8% |
| Admin fee / account holder | $491 | $15,560-96.8% | $13,028-96.2% | $10,133-95.2% |