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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 | $27,532 | $118,496-76.8% | $98,461-72.0% | $139,466-80.3% |
| Participation rate | 52.9% | 77.5%-24.5pp | 75.2%-22.2pp | 80.3%-27.4pp |
| Annual return | 5.20% | 18.96%-13.8pp | 21.17%-16.0pp | 373.66%-368.5pp |
| Employer contribution / active EE | $657 | $3,611-81.8% | $3,049-78.4% | $4,754-86.2% |
| Participant deferral / active EE | $1,874 | $5,393-65.3% | $4,738-60.5% | $6,712-72.1% |
| Admin fee / account holder | $4,268 | $14,056-69.6% | $8,961-52.4% | $11,409-62.6% |