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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 | $183,516-76.5% | $155,534-72.3% | $145,884-70.4% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 8.40% | 61.43%-53.0pp | 64.92%-56.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $935 | $5,315-82.4% | $4,675-80.0% | $4,662-79.9% |
| Participant deferral / active EE | $3,796 | $6,467-41.3% | $5,630-32.6% | $6,690-43.3% |
| Admin fee / account holder | $1,379 | $19,293-92.9% | $15,900-91.3% | $13,392-89.7% |