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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 | $77,530 | $209,336-63.0% | $197,124-60.7% | $137,256-43.5% |
| Participation rate | 30.8% | 87.3%-56.5pp | 86.7%-55.9pp | 80.0%-49.2pp |
| Annual return | 9.02% | 48.09%-39.1pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $702 | $6,591-89.3% | $6,227-88.7% | $4,156-83.1% |
| Participant deferral / active EE | $3,892 | $9,614-59.5% | $9,135-57.4% | $6,407-39.3% |
| Admin fee / account holder | $556 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |