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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 | $53,398 | $175,259-69.5% | $149,723-64.3% | $139,487-61.7% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 6.35% | 166.82%-160.5pp | 134.50%-128.1pp | 373.84%-367.5pp |
| Employer contribution / active EE | $933 | $5,478-83.0% | $4,821-80.6% | $4,755-80.4% |
| Participant deferral / active EE | $3,885 | $6,522-40.4% | $5,682-31.6% | $6,713-42.1% |
| Admin fee / account holder | $7,207 | $16,158-55.4% | $13,215-45.5% | $11,407-36.8% |