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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 | $106,247-64.3% | $96,515-60.7% | $139,466-72.8% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 1.06% | 38.47%-37.4pp | 35.73%-34.7pp | 373.66%-372.6pp |
| Employer contribution / active EE | $668 | $4,106-83.7% | $3,740-82.1% | $4,754-86.0% |
| Participant deferral / active EE | $1,488 | $5,456-72.7% | $4,880-69.5% | $6,712-77.8% |
| Admin fee / account holder | $2,521 | $7,885-68.0% | $6,735-62.6% | $11,409-77.9% |