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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 | $43,881 | $148,582-70.5% | $135,942-67.7% | $139,456-68.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 4.60% | 79.26%-74.7pp | 68.28%-63.7pp | 373.45%-368.9pp |
| Employer contribution / active EE | $220 | $5,245-95.8% | $4,858-95.5% | $4,753-95.4% |
| Participant deferral / active EE | $4,555 | $8,101-43.8% | $7,759-41.3% | $6,711-32.1% |
| Admin fee / account holder | $1,807 | $12,402-85.4% | $10,764-83.2% | $11,407-84.2% |