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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 | $20,885 | $71,809-70.9% | $61,048-65.8% | $152,897-86.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 79.3%-12.6pp | 82.5%-15.8pp |
| Annual return | 4.24% | 29.74%-25.5pp | 26.18%-21.9pp | 345.43%-341.2pp |
| Employer contribution / active EE | $737 | $4,545-83.8% | $3,716-80.2% | $4,764-84.5% |
| Participant deferral / active EE | $2,013 | $5,467-63.2% | $4,470-55.0% | $5,851-65.6% |
| Admin fee / account holder | $797 | $4,750-83.2% | $3,728-78.6% | $11,599-93.1% |