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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 | $24,260 | $185,312-86.9% | $161,489-85.0% | $154,746-84.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 9.77% | 103.84%-94.1pp | 89.72%-79.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $210 | $4,769-95.6% | $4,268-95.1% | $4,379-95.2% |
| Participant deferral / active EE | $3,078 | $6,350-51.5% | $5,630-45.3% | $6,730-54.3% |
| Admin fee / account holder | $6,537 | $18,654-65.0% | $16,006-59.2% | $14,365-54.5% |