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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 | $28,750 | $126,661-77.3% | $113,397-74.6% | $138,895-79.3% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.5%-38.0pp | 79.9%-41.5pp |
| Annual return | 7.80% | 25.05%-17.2pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $216 | $3,456-93.8% | $2,977-92.8% | $4,194-94.9% |
| Participant deferral / active EE | $2,157 | $5,693-62.1% | $5,076-57.5% | $6,396-66.3% |
| Admin fee / account holder | $21,147 | $14,549+45.3% | $11,957+76.9% | $12,562+68.3% |