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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 | $37,050 | $162,967-77.3% | $135,792-72.7% | $138,895-73.3% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.6%-32.6pp | 79.9%-39.9pp |
| Annual return | 7.57% | 30.08%-22.5pp | 25.96%-18.4pp | 145.39%-137.8pp |
| Employer contribution / active EE | $128 | $4,211-97.0% | $3,496-96.3% | $4,194-96.9% |
| Participant deferral / active EE | $2,400 | $5,640-57.5% | $4,759-49.6% | $6,396-62.5% |
| Admin fee / account holder | $328 | $15,306-97.9% | $12,266-97.3% | $12,562-97.4% |