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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 | $42,347 | $117,895-64.1% | $102,460-58.7% | $145,897-71.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.48% | 31.92%-23.4pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $614 | $3,619-83.0% | $3,025-79.7% | $4,663-86.8% |
| Participant deferral / active EE | $2,803 | $5,736-51.1% | $5,056-44.6% | $6,689-58.1% |
| Admin fee / account holder | $1,119 | $13,353-91.6% | $9,460-88.2% | $13,390-91.6% |