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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 | $40,041 | $157,304-74.5% | $141,197-71.6% | $152,909-73.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 1.04% | 64.34%-63.3pp | 71.41%-70.4pp | 345.46%-344.4pp |
| Employer contribution / active EE | $297 | $5,263-94.4% | $4,736-93.7% | $4,764-93.8% |
| Participant deferral / active EE | $2,688 | $7,111-62.2% | $6,710-59.9% | $5,851-54.1% |
| Admin fee / account holder | $1,328 | $12,126-89.0% | $10,265-87.1% | $11,601-88.6% |