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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 | $36,828 | $209,336-82.4% | $197,124-81.3% | $137,256-73.2% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 7.41% | 48.09%-40.7pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,117 | $9,614-46.8% | $9,135-44.0% | $6,407-20.1% |
| Admin fee / account holder | $11,758 | $17,308-32.1% | $16,298-27.9% | $12,270-4.2% |