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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 | $117,829-60.6% | $102,423-54.7% | $145,877-68.2% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 7.30% | 31.83%-24.5pp | 29.42%-22.1pp | 551.28%-544.0pp |
| Employer contribution / active EE | $750 | $3,615-79.3% | $3,023-75.2% | $4,663-83.9% |
| Participant deferral / active EE | $4,423 | $5,732-22.8% | $5,054-12.5% | $6,691-33.9% |
| Admin fee / account holder | $41,552 | $13,335+211.6% | $9,455+339.5% | $13,402+210.0% |