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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 | $38,737 | $183,516-78.9% | $155,534-75.1% | $145,884-73.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 8.58% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $827 | $5,315-84.4% | $4,675-82.3% | $4,662-82.3% |
| Participant deferral / active EE | $2,700 | $6,467-58.2% | $5,630-52.0% | $6,690-59.6% |
| Admin fee / account holder | $1,559 | $19,293-91.9% | $15,900-90.2% | $13,392-88.4% |