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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 | $31,314 | $156,398-80.0% | $147,318-78.7% | $138,895-77.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 4.17% | 78.75%-74.6pp | 70.43%-66.3pp | 145.39%-141.2pp |
| Employer contribution / active EE | $886 | $4,853-81.7% | $4,593-80.7% | $4,194-78.9% |
| Participant deferral / active EE | $6,835 | $8,237-17.0% | $7,906-13.6% | $6,396+6.9% |
| Admin fee / account holder | $2,637 | $14,976-82.4% | $13,708-80.8% | $12,562-79.0% |