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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 | $12,460 | $172,111-92.8% | $150,298-91.7% | $137,256-90.9% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 7.31% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $324 | $4,636-93.0% | $4,154-92.2% | $4,156-92.2% |
| Participant deferral / active EE | $2,922 | $6,166-52.6% | $5,453-46.4% | $6,407-54.4% |
| Admin fee / account holder | $9,360 | $16,471-43.2% | $14,116-33.7% | $12,270-23.7% |