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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 | $81,805 | $110,248-25.8% | $95,728-14.5% | $139,456-41.3% |
| Participation rate | 46.2% | 75.7%-29.6pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 4.02% | 27.16%-23.1pp | 28.40%-24.4pp | 373.45%-369.4pp |
| Employer contribution / active EE | $154 | $3,258-95.3% | $2,835-94.6% | $4,753-96.8% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $825 | $6,607-87.5% | $5,673-85.5% | $11,407-92.8% |