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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 | $29,113 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 10.53% | 74.59%-64.1pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,168 | $8,216-37.1% | $7,897-34.6% | $6,407-19.3% |
| Admin fee / account holder | $417 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |