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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 | $32,087 | $217,432-85.2% | $185,849-82.7% | $167,536-80.8% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 5.50% | 148.42%-142.9pp | 122.10%-116.6pp | 478.82%-473.3pp |
| Employer contribution / active EE | $716 | $5,875-87.8% | $5,169-86.1% | $4,839-85.2% |
| Participant deferral / active EE | $2,797 | $6,357-56.0% | $5,569-49.8% | $6,342-55.9% |
| Admin fee / account holder | $4,041 | $19,818-79.6% | $16,244-75.1% | $12,315-67.2% |