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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 | $124,980-81.4% | $108,359-78.6% | $154,746-85.0% |
| Participation rate | 58.3% | 75.2%-16.8pp | 70.1%-11.8pp | 80.7%-22.4pp |
| Annual return | 7.49% | 45.00%-37.5pp | 36.89%-29.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $494 | $2,851-82.7% | $2,399-79.4% | $4,379-88.7% |
| Participant deferral / active EE | $1,343 | $4,743-71.7% | $4,137-67.5% | $6,730-80.0% |
| Admin fee / account holder | $5,626 | $11,502-51.1% | $9,741-42.2% | $14,365-60.8% |