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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 | $47,115 | $78,668-40.1% | $109,152-56.8% | $85,854-45.1% |
| Participation rate | 57.6% | 68.3%-10.7pp | 75.9%-18.3pp | 69.3%-11.7pp |
| Annual return | 9.90% | 25.09%-15.2pp | 25.75%-15.9pp | 318.56%-308.7pp |
| Employer contribution / active EE | $486 | $2,733-82.2% | $3,722-86.9% | $2,565-81.0% |
| Participant deferral / active EE | $1,586 | $3,467-54.2% | $4,653-65.9% | $3,952-59.9% |
| Admin fee / account holder | $441 | $5,469-91.9% | $6,753-93.5% | $6,260-93.0% |