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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 | $66,333 | $185,312-64.2% | $161,489-58.9% | $154,746-57.1% |
| Participation rate | 18.2% | 82.5%-64.3pp | 78.7%-60.5pp | 80.7%-62.5pp |
| Annual return | 9.35% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $293 | $4,769-93.9% | $4,268-93.1% | $4,379-93.3% |
| Participant deferral / active EE | $2,529 | $6,350-60.2% | $5,630-55.1% | $6,730-62.4% |
| Admin fee / account holder | $439 | $18,654-97.6% | $16,006-97.3% | $14,365-96.9% |