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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 | $26,489 | $185,312-85.7% | $161,489-83.6% | $154,746-82.9% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.7%-15.5pp | 80.7%-17.5pp |
| Annual return | 9.71% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $780 | $4,769-83.6% | $4,268-81.7% | $4,379-82.2% |
| Participant deferral / active EE | $2,313 | $6,350-63.6% | $5,630-58.9% | $6,730-65.6% |
| Admin fee / account holder | $7,835 | $18,654-58.0% | $16,006-51.0% | $14,365-45.5% |