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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 | $110,278-25.8% | $95,740-14.6% | $139,466-41.3% |
| Participation rate | 46.2% | 75.7%-29.6pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 4.02% | 27.19%-23.2pp | 28.41%-24.4pp | 373.66%-369.6pp |
| Employer contribution / active EE | $154 | $3,260-95.3% | $2,836-94.6% | $4,754-96.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $825 | $6,613-87.5% | $5,676-85.5% | $11,409-92.8% |