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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 | $46,384 | $117,895-60.7% | $102,460-54.7% | $145,897-68.2% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 7.30% | 31.92%-24.6pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $750 | $3,619-79.3% | $3,025-75.2% | $4,663-83.9% |
| Participant deferral / active EE | $4,423 | $5,736-22.9% | $5,056-12.5% | $6,689-33.9% |
| Admin fee / account holder | $41,552 | $13,353+211.2% | $9,460+339.2% | $13,390+210.3% |