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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 | $47,213 | $213,785-77.9% | $185,441-74.5% | $155,188-69.6% |
| Participation rate | 46.7% | 83.2%-36.6pp | 80.3%-33.6pp | 80.8%-34.1pp |
| Annual return | 6.80% | 19.97%-13.2pp | 20.16%-13.4pp | 148.84%-142.0pp |
| Employer contribution / active EE | $936 | $5,393-82.6% | $4,672-80.0% | $4,248-78.0% |
| Participant deferral / active EE | $5,561 | $6,864-19.0% | $6,152-9.6% | $6,531-14.9% |
| Admin fee / account holder | $8,233 | $21,134-61.0% | $17,890-54.0% | $14,480-43.1% |