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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 | $19,139 | $156,398-87.8% | $147,318-87.0% | $138,895-86.2% |
| Participation rate | 22.2% | 83.8%-61.5pp | 82.1%-59.8pp | 79.9%-57.7pp |
| Annual return | 10.16% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,983 | $8,237-63.8% | $7,906-62.3% | $6,396-53.4% |
| Admin fee / account holder | $7,278 | $14,976-51.4% | $13,708-46.9% | $12,562-42.1% |