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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 | $201,344-83.9% | $184,243-82.4% | $145,877-77.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 1.93% | 29.01%-27.1pp | 28.82%-26.9pp | 551.28%-549.4pp |
| Employer contribution / active EE | $1,448 | $7,022-79.4% | $6,427-77.5% | $4,663-69.0% |
| Participant deferral / active EE | $8,064 | $9,807-17.8% | $9,132-11.7% | $6,691+20.5% |
| Admin fee / account holder | $1,616 | $16,382-90.1% | $13,914-88.4% | $13,402-87.9% |