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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 | $43,697 | $183,592-76.2% | $155,574-71.9% | $145,877-70.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.59% | 61.37%-55.8pp | 64.87%-59.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $779 | $5,317-85.3% | $4,676-83.3% | $4,663-83.3% |
| Participant deferral / active EE | $8,438 | $6,466+30.5% | $5,629+49.9% | $6,691+26.1% |
| Admin fee / account holder | $895 | $19,316-95.4% | $15,914-94.4% | $13,402-93.3% |