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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 | $23,141 | $172,111-86.6% | $150,298-84.6% | $137,256-83.1% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 9.89% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $755 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $2,710 | $6,166-56.1% | $5,453-50.3% | $6,407-57.7% |
| Admin fee / account holder | $22,070 | $16,471+34.0% | $14,116+56.4% | $12,270+79.9% |