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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 | $174,379-86.1% | $152,093-84.0% | $138,895-82.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 9.77% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $210 | $4,652-95.5% | $4,175-95.0% | $4,194-95.0% |
| Participant deferral / active EE | $3,078 | $6,159-50.0% | $5,451-43.5% | $6,396-51.9% |
| Admin fee / account holder | $6,537 | $16,880-61.3% | $14,497-54.9% | $12,562-48.0% |