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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 | $24,649 | $124,425-80.2% | $112,040-78.0% | $137,256-82.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 3.26% | 24.72%-21.5pp | 24.52%-21.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $336 | $3,411-90.2% | $2,954-88.6% | $4,156-91.9% |
| Participant deferral / active EE | $4,204 | $5,718-26.5% | $5,098-17.5% | $6,407-34.4% |
| Admin fee / account holder | $4,187 | $15,207-72.5% | $12,098-65.4% | $12,270-65.9% |