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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 | $42,326 | $185,883-77.2% | $170,043-75.1% | $139,466-69.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 1.72% | 60.54%-58.8pp | 53.40%-51.7pp | 373.66%-371.9pp |
| Employer contribution / active EE | $812 | $7,596-89.3% | $6,790-88.0% | $4,754-82.9% |
| Participant deferral / active EE | $14,948 | $11,626+28.6% | $10,410+43.6% | $6,712+122.7% |
| Admin fee / account holder | $4,850 | $15,393-68.5% | $12,824-62.2% | $11,409-57.5% |