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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 | $32,315 | $107,733-70.0% | $92,985-65.2% | $154,746-79.1% |
| Participation rate | 21.4% | 74.6%-53.1pp | 69.5%-48.1pp | 80.7%-59.3pp |
| Annual return | 4.08% | 30.39%-26.3pp | 27.99%-23.9pp | 172.34%-168.3pp |
| Employer contribution / active EE | $477 | $3,126-84.7% | $2,662-82.1% | $4,379-89.1% |
| Participant deferral / active EE | $1,566 | $5,053-69.0% | $4,377-64.2% | $6,730-76.7% |
| Admin fee / account holder | $4,388 | $11,369-61.4% | $9,463-53.6% | $14,365-69.5% |