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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 | $41,468 | $132,634-68.7% | $115,768-64.2% | $137,256-69.8% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 8.63% | 160.70%-152.1pp | 100.46%-91.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $313 | $3,360-90.7% | $2,940-89.3% | $4,156-92.5% |
| Participant deferral / active EE | $2,089 | $5,619-62.8% | $4,917-57.5% | $6,407-67.4% |
| Admin fee / account holder | $26,966 | $15,028+79.4% | $12,439+116.8% | $12,270+119.8% |