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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 | $33,503 | $156,398-78.6% | $147,318-77.3% | $138,895-75.9% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 9.96% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.4pp |
| Employer contribution / active EE | $681 | $4,853-86.0% | $4,593-85.2% | $4,194-83.8% |
| Participant deferral / active EE | $3,182 | $8,237-61.4% | $7,906-59.8% | $6,396-50.2% |
| Admin fee / account holder | $7,454 | $14,976-50.2% | $13,708-45.6% | $12,562-40.7% |