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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 | $22,369 | $93,598-76.1% | $135,974-83.5% | $75,173-70.2% |
| Participation rate | 52.5% | 75.2%-22.7pp | 81.9%-29.5pp | 67.2%-14.7pp |
| Annual return | 14.91% | 30.89%-16.0pp | 68.30%-53.4pp | 160.72%-145.8pp |
| Employer contribution / active EE | $696 | $3,538-80.3% | $4,859-85.7% | $2,671-74.0% |
| Participant deferral / active EE | $3,674 | $6,405-42.6% | $7,760-52.7% | $4,126-11.0% |
| Admin fee / account holder | $1,677 | $6,978-76.0% | $10,767-84.4% | $5,651-70.3% |