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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 | $50,527 | $96,558-47.7% | $80,977-37.6% | $273,972-81.6% |
| Participation rate | 64.3% | 79.1%-14.8pp | 75.8%-11.5pp | 83.0%-18.7pp |
| Annual return | 1.63% | 15.14%-13.5pp | 17.11%-15.5pp | 41.46%-39.8pp |
| Employer contribution / active EE | $318 | $4,869-93.5% | $3,715-91.4% | $4,869-93.5% |
| Participant deferral / active EE | $3,241 | $6,598-50.9% | $5,696-43.1% | $5,287-38.7% |
| Admin fee / account holder | $457 | $7,493-93.9% | $5,517-91.7% | $10,133-95.5% |