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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 | $23,233 | $115,225-79.8% | $100,712-76.9% | $138,895-83.3% |
| Participation rate | 58.3% | 74.3%-16.0pp | 69.3%-10.9pp | 79.9%-21.6pp |
| Annual return | 7.49% | 40.35%-32.9pp | 33.27%-25.8pp | 145.39%-137.9pp |
| Employer contribution / active EE | $494 | $2,771-82.2% | $2,313-78.7% | $4,194-88.2% |
| Participant deferral / active EE | $1,343 | $4,699-71.4% | $4,085-67.1% | $6,396-79.0% |
| Admin fee / account holder | $5,626 | $10,844-48.1% | $9,256-39.2% | $12,562-55.2% |