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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 | $175,212-69.5% | $149,682-64.3% | $139,427-61.7% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 6.35% | 166.63%-160.3pp | 134.35%-128.0pp | 373.27%-366.9pp |
| Employer contribution / active EE | $933 | $5,475-83.0% | $4,818-80.6% | $4,752-80.4% |
| Participant deferral / active EE | $3,885 | $6,520-40.4% | $5,681-31.6% | $6,711-42.1% |
| Admin fee / account holder | $7,207 | $16,150-55.4% | $13,210-45.4% | $11,404-36.8% |