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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 | $45,214 | $176,120-74.3% | $159,487-71.7% | $167,553-73.0% |
| Participation rate | 26.7% | 85.0%-58.3pp | 82.8%-56.2pp | 82.1%-55.4pp |
| Annual return | 3.12% | 331.95%-328.8pp | 263.71%-260.6pp | 478.89%-475.8pp |
| Employer contribution / active EE | $11 | $5,299-99.8% | $4,831-99.8% | $4,840-99.8% |
| Participant deferral / active EE | $3,794 | $7,752-51.1% | $7,354-48.4% | $6,343-40.2% |
| Admin fee / account holder | $11,819 | $12,561-5.9% | $10,804+9.4% | $12,316-4.0% |