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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 | $32,356 | $201,264-83.9% | $184,185-82.4% | $145,978-77.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 1.93% | 29.00%-27.1pp | 28.81%-26.9pp | 550.52%-548.6pp |
| Employer contribution / active EE | $1,448 | $7,021-79.4% | $6,426-77.5% | $4,662-68.9% |
| Participant deferral / active EE | $8,064 | $9,806-17.8% | $9,132-11.7% | $6,690+20.5% |
| Admin fee / account holder | $1,616 | $16,376-90.1% | $13,909-88.4% | $13,400-87.9% |