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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 | $49,477 | $129,737-61.9% | $119,126-58.5% | $154,746-68.0% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 5.50% | 379.08%-373.6pp | 282.11%-276.6pp | 172.34%-166.8pp |
| Employer contribution / active EE | $662 | $4,375-84.9% | $4,034-83.6% | $4,379-84.9% |
| Participant deferral / active EE | $4,105 | $5,842-29.7% | $5,318-22.8% | $6,730-39.0% |
| Admin fee / account holder | $715 | $11,961-94.0% | $10,693-93.3% | $14,365-95.0% |