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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 | $37,901 | $106,267-64.3% | $96,520-60.7% | $139,456-72.8% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 1.06% | 38.45%-37.4pp | 35.72%-34.7pp | 373.45%-372.4pp |
| Employer contribution / active EE | $668 | $4,105-83.7% | $3,739-82.1% | $4,753-86.0% |
| Participant deferral / active EE | $1,488 | $5,454-72.7% | $4,879-69.5% | $6,711-77.8% |
| Admin fee / account holder | $2,521 | $7,882-68.0% | $6,733-62.6% | $11,407-77.9% |