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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 | $40,095 | $126,519-68.3% | $106,201-62.2% | $145,959-72.5% |
| Participation rate | 44.4% | 77.7%-33.2pp | 75.3%-30.8pp | 80.3%-35.8pp |
| Annual return | 5.68% | 225.10%-219.4pp | 116.26%-110.6pp | 561.95%-556.3pp |
| Employer contribution / active EE | $354 | $3,726-90.5% | $3,170-88.8% | $4,661-92.4% |
| Participant deferral / active EE | $2,954 | $5,716-48.3% | $5,012-41.1% | $6,689-55.8% |
| Admin fee / account holder | $6,255 | $17,312-63.9% | $11,039-43.3% | $13,398-53.3% |