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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 | $47,757 | $156,398-69.5% | $147,318-67.6% | $138,895-65.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 7.03% | 78.75%-71.7pp | 70.43%-63.4pp | 145.39%-138.4pp |
| Employer contribution / active EE | $689 | $4,853-85.8% | $4,593-85.0% | $4,194-83.6% |
| Participant deferral / active EE | $4,670 | $8,237-43.3% | $7,906-40.9% | $6,396-27.0% |
| Admin fee / account holder | $10,115 | $14,976-32.5% | $13,708-26.2% | $12,562-19.5% |