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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 | $42,132 | $106,247-60.3% | $96,515-56.3% | $139,466-69.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 5.39% | 38.47%-33.1pp | 35.73%-30.3pp | 373.66%-368.3pp |
| Employer contribution / active EE | $659 | $4,106-83.9% | $3,740-82.4% | $4,754-86.1% |
| Participant deferral / active EE | $5,726 | $5,456+4.9% | $4,880+17.3% | $6,712-14.7% |
| Admin fee / account holder | $461 | $7,885-94.2% | $6,735-93.2% | $11,409-96.0% |