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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 | $32,124 | $162,136-80.2% | $152,301-78.9% | $154,746-79.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.54% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $721 | $4,890-85.3% | $4,624-84.4% | $4,379-83.5% |
| Participant deferral / active EE | $2,809 | $8,341-66.3% | $8,004-64.9% | $6,730-58.3% |
| Admin fee / account holder | $5,664 | $15,759-64.1% | $14,398-60.7% | $14,365-60.6% |