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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 | $61,406 | $154,228-60.2% | $145,433-57.8% | $137,256-55.3% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 10.47% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $743 | $4,804-84.5% | $4,554-83.7% | $4,156-82.1% |
| Participant deferral / active EE | $2,435 | $8,216-70.4% | $7,897-69.2% | $6,407-62.0% |
| Admin fee / account holder | $1,956 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |