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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 | $47,001 | $90,397-48.0% | $76,002-38.2% | $145,959-67.8% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 7.34% | 621.97%-614.6pp | 360.07%-352.7pp | 561.95%-554.6pp |
| Employer contribution / active EE | $445 | $3,317-86.6% | $2,688-83.4% | $4,661-90.4% |
| Participant deferral / active EE | $1,503 | $5,163-70.9% | $4,257-64.7% | $6,689-77.5% |
| Admin fee / account holder | $708 | $8,369-91.5% | $6,414-89.0% | $13,398-94.7% |