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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 | $43,542 | $156,398-72.2% | $147,318-70.4% | $138,895-68.7% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 8.02% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $517 | $4,853-89.3% | $4,593-88.7% | $4,194-87.7% |
| Participant deferral / active EE | $2,690 | $8,237-67.3% | $7,906-66.0% | $6,396-57.9% |
| Admin fee / account holder | $1,215 | $14,976-91.9% | $13,708-91.1% | $12,562-90.3% |