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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 | $35,533 | $114,119-68.9% | $107,187-66.8% | $138,895-74.4% |
| Participation rate | 18.2% | 78.1%-59.9pp | 75.0%-56.8pp | 79.9%-61.7pp |
| Annual return | 8.78% | 273.21%-264.4pp | 204.55%-195.8pp | 145.39%-136.6pp |
| Employer contribution / active EE | $273 | $4,059-93.3% | $3,782-92.8% | $4,194-93.5% |
| Participant deferral / active EE | $2,026 | $5,538-63.4% | $5,096-60.2% | $6,396-68.3% |
| Admin fee / account holder | $7,363 | $10,024-26.5% | $9,162-19.6% | $12,562-41.4% |