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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 | $125,184-68.0% | $105,607-62.0% | $145,884-72.5% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 5.68% | 225.00%-219.3pp | 116.11%-110.4pp | 551.85%-546.2pp |
| Employer contribution / active EE | $354 | $3,720-90.5% | $3,167-88.8% | $4,662-92.4% |
| Participant deferral / active EE | $2,954 | $5,714-48.3% | $5,011-41.0% | $6,690-55.8% |
| Admin fee / account holder | $6,255 | $17,133-63.5% | $10,958-42.9% | $13,392-53.3% |