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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 | $28,272 | $154,228-81.7% | $145,433-80.6% | $137,256-79.4% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 4.00% | 74.59%-70.6pp | 66.58%-62.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,599 | $8,216-56.2% | $7,897-54.4% | $6,407-43.8% |
| Admin fee / account holder | $2,851 | $14,344-80.1% | $13,129-78.3% | $12,270-76.8% |