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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 | $45,646 | $115,814-60.6% | $101,275-54.9% | $158,982-71.3% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 4.23% | 56.16%-51.9pp | 46.48%-42.2pp | 302.99%-298.8pp |
| Employer contribution / active EE | $724 | $4,176-82.7% | $3,660-80.2% | $4,763-84.8% |
| Participant deferral / active EE | $3,083 | $4,958-37.8% | $4,371-29.5% | $5,983-48.5% |
| Admin fee / account holder | $3,283 | $7,249-54.7% | $5,948-44.8% | $11,252-70.8% |