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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 | $39,793 | $106,247-62.5% | $96,515-58.8% | $139,466-71.5% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 9.92% | 38.47%-28.5pp | 35.73%-25.8pp | 373.66%-363.7pp |
| Employer contribution / active EE | $566 | $4,106-86.2% | $3,740-84.9% | $4,754-88.1% |
| Participant deferral / active EE | $1,924 | $5,456-64.7% | $4,880-60.6% | $6,712-71.3% |
| Admin fee / account holder | $1,235 | $7,885-84.3% | $6,735-81.7% | $11,409-89.2% |