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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 | $55,769 | $181,896-69.3% | $156,551-64.4% | $273,972-79.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 1.97% | 30.74%-28.8pp | 32.23%-30.3pp | 41.46%-39.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,607 | $5,550-53.0% | $4,871-46.5% | $5,287-50.7% |
| Admin fee / account holder | $18,685 | $15,560+20.1% | $13,028+43.4% | $10,133+84.4% |