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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 | $43,141 | $183,539-76.5% | $155,556-72.3% | $145,897-70.4% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 8.40% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $935 | $5,315-82.4% | $4,675-80.0% | $4,663-79.9% |
| Participant deferral / active EE | $3,796 | $6,467-41.3% | $5,631-32.6% | $6,689-43.3% |
| Admin fee / account holder | $1,379 | $19,275-92.8% | $15,885-91.3% | $13,390-89.7% |