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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 | $35,920 | $76,551-53.1% | $123,894-71.0% | $62,881-42.9% |
| Participation rate | 55.9% | 73.0%-17.0pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 5.16% | 18.68%-13.5pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $450 | $2,882-84.4% | $4,617-90.2% | $2,281-80.3% |
| Participant deferral / active EE | $3,602 | $4,840-25.6% | $5,984-39.8% | $3,203+12.5% |
| Admin fee / account holder | $2,536 | $4,826-47.5% | $8,357-69.7% | $4,296-41.0% |