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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 | $27,593 | $174,379-84.2% | $152,093-81.9% | $138,895-80.1% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 10.57% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $464 | $4,652-90.0% | $4,175-88.9% | $4,194-88.9% |
| Participant deferral / active EE | $1,740 | $6,159-71.7% | $5,451-68.1% | $6,396-72.8% |
| Admin fee / account holder | $435 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |