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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 | $47,071 | $135,956-65.4% | $123,894-62.0% | $273,972-82.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.70% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $382 | $5,170-92.6% | $4,617-91.7% | $4,869-92.1% |
| Participant deferral / active EE | $2,225 | $6,343-64.9% | $5,984-62.8% | $5,287-57.9% |
| Admin fee / account holder | $3,065 | $9,817-68.8% | $8,357-63.3% | $10,133-69.7% |