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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 | $33,206 | $156,398-78.8% | $147,318-77.5% | $138,895-76.1% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 79.9%-61.7pp |
| Annual return | 4.39% | 78.75%-74.4pp | 70.43%-66.0pp | 145.39%-141.0pp |
| Employer contribution / active EE | $638 | $4,853-86.8% | $4,593-86.1% | $4,194-84.8% |
| Participant deferral / active EE | $2,722 | $8,237-67.0% | $7,906-65.6% | $6,396-57.4% |
| Admin fee / account holder | $11,896 | $14,976-20.6% | $13,708-13.2% | $12,562-5.3% |