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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 | $46,332 | $183,516-74.8% | $155,534-70.2% | $145,884-68.2% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 3.78% | 61.43%-57.6pp | 64.92%-61.1pp | 551.85%-548.1pp |
| Employer contribution / active EE | $848 | $5,315-84.0% | $4,675-81.9% | $4,662-81.8% |
| Participant deferral / active EE | $2,681 | $6,467-58.5% | $5,630-52.4% | $6,690-59.9% |
| Admin fee / account holder | $567 | $19,293-97.1% | $15,900-96.4% | $13,392-95.8% |