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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 | $125,190-68.0% | $105,624-62.0% | $145,897-72.5% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 5.68% | 225.22%-219.5pp | 116.20%-110.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $354 | $3,720-90.5% | $3,168-88.8% | $4,663-92.4% |
| Participant deferral / active EE | $2,954 | $5,716-48.3% | $5,013-41.1% | $6,689-55.8% |
| Admin fee / account holder | $6,255 | $17,138-63.5% | $10,961-42.9% | $13,390-53.3% |