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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 | $47,786 | $166,089-71.2% | $164,928-71.0% | $145,978-67.3% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 7.98% | 100.26%-92.3pp | 70.08%-62.1pp | 550.52%-542.5pp |
| Employer contribution / active EE | $266 | $5,276-95.0% | $4,343-93.9% | $4,662-94.3% |
| Participant deferral / active EE | $2,661 | $6,961-61.8% | $6,034-55.9% | $6,690-60.2% |
| Admin fee / account holder | $3,491 | $16,641-79.0% | $12,684-72.5% | $13,400-73.9% |