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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 | $20,688 | $174,379-88.1% | $152,093-86.4% | $138,895-85.1% |
| Participation rate | 26.3% | 81.6%-55.3pp | 77.8%-51.5pp | 79.9%-53.6pp |
| Annual return | 9.71% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,114 | $6,159-49.4% | $5,451-42.9% | $6,396-51.3% |
| Admin fee / account holder | $9,211 | $16,880-45.4% | $14,497-36.5% | $12,562-26.7% |