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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 | $47,036 | $175,231-73.2% | $149,696-68.6% | $139,466-66.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 4.71% | 166.77%-162.1pp | 134.46%-129.7pp | 373.66%-368.9pp |
| Employer contribution / active EE | $947 | $5,478-82.7% | $4,821-80.4% | $4,754-80.1% |
| Participant deferral / active EE | $3,425 | $6,521-47.5% | $5,682-39.7% | $6,712-49.0% |
| Admin fee / account holder | $674 | $16,155-95.8% | $13,212-94.9% | $11,409-94.1% |