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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 | $49,166 | $185,312-73.5% | $161,489-69.6% | $154,746-68.2% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 9.38% | 103.84%-94.5pp | 89.72%-80.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $620 | $4,769-87.0% | $4,268-85.5% | $4,379-85.8% |
| Participant deferral / active EE | $2,609 | $6,350-58.9% | $5,630-53.7% | $6,730-61.2% |
| Admin fee / account holder | $23,955 | $18,654+28.4% | $16,006+49.7% | $14,365+66.8% |