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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 | $40,455 | $107,368-62.3% | $92,915-56.5% | $152,909-73.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 7.69% | 145.64%-138.0pp | 109.45%-101.8pp | 345.46%-337.8pp |
| Employer contribution / active EE | $386 | $4,222-90.8% | $3,653-89.4% | $4,764-91.9% |
| Participant deferral / active EE | $2,727 | $4,848-43.7% | $4,238-35.6% | $5,851-53.4% |
| Admin fee / account holder | $1,907 | $7,082-73.1% | $5,796-67.1% | $11,601-83.6% |