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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 | $183,627-75.0% | $155,602-70.5% | $145,978-68.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 7.45% | 61.32%-53.9pp | 64.81%-57.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $624 | $5,316-88.3% | $4,675-86.7% | $4,662-86.6% |
| Participant deferral / active EE | $2,224 | $6,466-65.6% | $5,629-60.5% | $6,690-66.7% |
| Admin fee / account holder | $3,006 | $19,327-84.4% | $15,923-81.1% | $13,400-77.6% |