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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 | $43,794 | $162,136-73.0% | $152,301-71.2% | $154,746-71.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 4.75% | 91.02%-86.3pp | 80.50%-75.8pp | 172.34%-167.6pp |
| Employer contribution / active EE | -$303 | $4,890-106.2% | $4,624-106.6% | $4,379-106.9% |
| Participant deferral / active EE | $2,773 | $8,341-66.8% | $8,004-65.4% | $6,730-58.8% |
| Admin fee / account holder | $1,218 | $15,759-92.3% | $14,398-91.5% | $14,365-91.5% |