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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 | $154,228-71.6% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 4.75% | 74.59%-69.8pp | 66.58%-61.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | -$303 | $4,804-106.3% | $4,554-106.7% | $4,156-107.3% |
| Participant deferral / active EE | $2,773 | $8,216-66.3% | $7,897-64.9% | $6,407-56.7% |
| Admin fee / account holder | $1,218 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |