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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 | $45,801 | $118,708-61.4% | $98,920-53.7% | $158,966-71.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 5.06% | 372.49%-367.4pp | 196.47%-191.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $394 | $3,334-88.2% | $2,689-85.3% | $4,762-91.7% |
| Participant deferral / active EE | $2,279 | $5,089-55.2% | $4,245-46.3% | $5,983-61.9% |
| Admin fee / account holder | $4,278 | $10,134-57.8% | $6,643-35.6% | $11,250-62.0% |