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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 | $84,268 | $211,224-60.1% | $178,505-52.8% | $145,897-42.2% |
| Participation rate | 12.5% | 80.8%-68.3pp | 77.1%-64.6pp | 80.3%-67.8pp |
| Annual return | 5.87% | 30.28%-24.4pp | 27.16%-21.3pp | 552.29%-546.4pp |
| Employer contribution / active EE | $250 | $4,577-94.5% | $3,955-93.7% | $4,663-94.6% |
| Participant deferral / active EE | $1,300 | $6,966-81.3% | $6,280-79.3% | $6,689-80.6% |
| Admin fee / account holder | $702 | $12,109-94.2% | $10,428-93.3% | $13,390-94.8% |