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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 | $48,513 | $165,399-70.7% | $149,745-67.6% | $158,982-69.5% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 3.32% | 348.34%-345.0pp | 276.72%-273.4pp | 302.99%-299.7pp |
| Employer contribution / active EE | $444 | $5,105-91.3% | $4,646-90.4% | $4,763-90.7% |
| Participant deferral / active EE | $3,157 | $7,183-56.1% | $6,843-53.9% | $5,983-47.2% |
| Admin fee / account holder | $1,709 | $10,811-84.2% | $9,312-81.6% | $11,252-84.8% |