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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 | $41,054 | $159,978-74.3% | $147,041-72.1% | $145,978-71.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 9.20% | 98.36%-89.2pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $825 | $5,288-84.4% | $4,935-83.3% | $4,662-82.3% |
| Participant deferral / active EE | $4,793 | $8,429-43.1% | $8,071-40.6% | $6,690-28.4% |
| Admin fee / account holder | $4,122 | $15,053-72.6% | $13,006-68.3% | $13,400-69.2% |