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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 | $46,807 | $72,071-35.1% | $68,368-31.5% | $137,256-65.9% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 11.04% | 353.14%-342.1pp | 292.57%-281.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $355 | $2,788-87.3% | $2,649-86.6% | $4,156-91.5% |
| Participant deferral / active EE | $2,193 | $4,410-50.3% | $4,123-46.8% | $6,407-65.8% |
| Admin fee / account holder | $1,316 | $5,336-75.3% | $5,150-74.4% | $12,270-89.3% |