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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 | $47,396 | $282,059-83.2% | $213,469-77.8% | $154,746-69.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 3.12% | 20.90%-17.8pp | 20.58%-17.5pp | 172.34%-169.2pp |
| Employer contribution / active EE | $336 | $6,189-94.6% | $4,994-93.3% | $4,379-92.3% |
| Participant deferral / active EE | $3,544 | $8,186-56.7% | $6,841-48.2% | $6,730-47.3% |
| Admin fee / account holder | $4,615 | $37,435-87.7% | $27,141-83.0% | $14,365-67.9% |