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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 | $40,567 | $157,296-74.2% | $141,191-71.3% | $152,897-73.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 9.99% | 64.34%-54.4pp | 71.41%-61.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $409 | $5,262-92.2% | $4,736-91.4% | $4,764-91.4% |
| Participant deferral / active EE | $4,290 | $7,111-39.7% | $6,710-36.1% | $5,851-26.7% |
| Admin fee / account holder | $820 | $12,125-93.2% | $10,264-92.0% | $11,599-92.9% |