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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 | $14,917 | $106,267-86.0% | $96,520-84.5% | $139,456-89.3% |
| Participation rate | 47.8% | 77.8%-30.0pp | 74.3%-26.5pp | 80.3%-32.5pp |
| Annual return | 5.14% | 38.45%-33.3pp | 35.72%-30.6pp | 373.45%-368.3pp |
| Employer contribution / active EE | $294 | $4,105-92.8% | $3,739-92.1% | $4,753-93.8% |
| Participant deferral / active EE | $2,073 | $5,454-62.0% | $4,879-57.5% | $6,711-69.1% |
| Admin fee / account holder | $2,614 | $7,882-66.8% | $6,733-61.2% | $11,407-77.1% |