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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 | $69,292 | $154,228-55.1% | $145,433-52.4% | $137,256-49.5% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 8.78% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $809 | $4,804-83.2% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $2,548 | $8,216-69.0% | $7,897-67.7% | $6,407-60.2% |
| Admin fee / account holder | $4,079 | $14,344-71.6% | $13,129-68.9% | $12,270-66.8% |