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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 | $44,028 | $160,040-72.5% | $147,096-70.1% | $145,877-69.8% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 2.60% | 98.49%-95.9pp | 419.75%-417.1pp | 551.28%-548.7pp |
| Employer contribution / active EE | $386 | $5,289-92.7% | $4,936-92.2% | $4,663-91.7% |
| Participant deferral / active EE | $2,761 | $8,429-67.2% | $8,071-65.8% | $6,691-58.7% |
| Admin fee / account holder | $3,859 | $15,050-74.4% | $13,005-70.3% | $13,402-71.2% |