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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 | $185,312-87.5% | $161,489-85.7% | $154,746-85.0% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.7%-47.9pp | 80.7%-49.9pp |
| Annual return | 9.89% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $755 | $4,769-84.2% | $4,268-82.3% | $4,379-82.8% |
| Participant deferral / active EE | $2,710 | $6,350-57.3% | $5,630-51.9% | $6,730-59.7% |
| Admin fee / account holder | $22,070 | $18,654+18.3% | $16,006+37.9% | $14,365+53.6% |