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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 | $40,118 | $183,516-78.1% | $155,534-74.2% | $145,884-72.5% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 2.92% | 61.43%-58.5pp | 64.92%-62.0pp | 551.85%-548.9pp |
| Employer contribution / active EE | $416 | $5,315-92.2% | $4,675-91.1% | $4,662-91.1% |
| Participant deferral / active EE | $2,266 | $6,467-65.0% | $5,630-59.7% | $6,690-66.1% |
| Admin fee / account holder | $60,409 | $19,293+213.1% | $15,900+279.9% | $13,392+351.1% |