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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 | $32,016 | $72,071-55.6% | $68,368-53.2% | $137,256-76.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 9.60% | 353.14%-343.5pp | 292.57%-283.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $296 | $2,788-89.4% | $2,649-88.8% | $4,156-92.9% |
| Participant deferral / active EE | $2,072 | $4,410-53.0% | $4,123-49.7% | $6,407-67.7% |
| Admin fee / account holder | $1,598 | $5,336-70.0% | $5,150-69.0% | $12,270-87.0% |