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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 | $39,585 | $125,237-68.4% | $105,608-62.5% | $145,877-72.9% |
| Participation rate | 40.9% | 77.7%-36.7pp | 75.3%-34.4pp | 80.3%-39.4pp |
| Annual return | 5.38% | 225.76%-220.4pp | 116.50%-111.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $448 | $3,720-88.0% | $3,167-85.8% | $4,663-90.4% |
| Participant deferral / active EE | $5,349 | $5,711-6.3% | $5,010+6.8% | $6,691-20.1% |
| Admin fee / account holder | $2,809 | $17,287-83.7% | $11,028-74.5% | $13,402-79.0% |