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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 | $45,518 | $201,372-77.4% | $184,260-75.3% | $145,884-68.8% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 7.65% | 29.04%-21.4pp | 28.84%-21.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $899 | $7,024-87.2% | $6,427-86.0% | $4,662-80.7% |
| Participant deferral / active EE | $4,182 | $9,808-57.4% | $9,133-54.2% | $6,690-37.5% |
| Admin fee / account holder | $1,353 | $16,362-91.7% | $13,898-90.3% | $13,392-89.9% |