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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 | $45,235 | $183,592-75.4% | $155,574-70.9% | $145,877-69.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 4.69% | 61.37%-56.7pp | 64.87%-60.2pp | 551.28%-546.6pp |
| Employer contribution / active EE | $155 | $5,317-97.1% | $4,676-96.7% | $4,663-96.7% |
| Participant deferral / active EE | $3,593 | $6,466-44.4% | $5,629-36.2% | $6,691-46.3% |
| Admin fee / account holder | $3,142 | $19,316-83.7% | $15,914-80.3% | $13,402-76.6% |