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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 | $114,119-56.6% | $107,187-53.8% | $138,895-64.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 5.50% | 273.21%-267.7pp | 204.55%-199.1pp | 145.39%-139.9pp |
| Employer contribution / active EE | $662 | $4,059-83.7% | $3,782-82.5% | $4,194-84.2% |
| Participant deferral / active EE | $4,105 | $5,538-25.9% | $5,096-19.4% | $6,396-35.8% |
| Admin fee / account holder | $715 | $10,024-92.9% | $9,162-92.2% | $12,562-94.3% |