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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 | $45,843 | $183,539-75.0% | $155,556-70.5% | $145,897-68.6% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 7.45% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $624 | $5,315-88.3% | $4,675-86.7% | $4,663-86.6% |
| Participant deferral / active EE | $2,224 | $6,467-65.6% | $5,631-60.5% | $6,689-66.7% |
| Admin fee / account holder | $3,006 | $19,275-84.4% | $15,885-81.1% | $13,390-77.5% |