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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 | $24,959 | $172,111-85.5% | $150,298-83.4% | $137,256-81.8% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 10.79% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $228 | $4,636-95.1% | $4,154-94.5% | $4,156-94.5% |
| Participant deferral / active EE | $2,648 | $6,166-57.1% | $5,453-51.4% | $6,407-58.7% |
| Admin fee / account holder | $3,983 | $16,471-75.8% | $14,116-71.8% | $12,270-67.5% |