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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 | $22,212 | $111,535-80.1% | $105,223-78.9% | $137,256-83.8% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 9.78% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,688 | $5,500-69.3% | $5,072-66.7% | $6,407-73.7% |
| Admin fee / account holder | $662 | $9,721-93.2% | $8,859-92.5% | $12,270-94.6% |