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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 | $40,270 | $125,237-67.8% | $105,608-61.9% | $145,877-72.4% |
| Participation rate | 47.1% | 77.7%-30.6pp | 75.3%-28.2pp | 80.3%-33.2pp |
| Annual return | 5.99% | 225.76%-219.8pp | 116.50%-110.5pp | 551.28%-545.3pp |
| Employer contribution / active EE | $628 | $3,720-83.1% | $3,167-80.2% | $4,663-86.5% |
| Participant deferral / active EE | $3,309 | $5,711-42.1% | $5,010-34.0% | $6,691-50.5% |
| Admin fee / account holder | $9,973 | $17,287-42.3% | $11,028-9.6% | $13,402-25.6% |