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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 | $27,558 | $174,379-84.2% | $152,093-81.9% | $138,895-80.2% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 10.21% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $826 | $4,652-82.3% | $4,175-80.2% | $4,194-80.3% |
| Participant deferral / active EE | $4,028 | $6,159-34.6% | $5,451-26.1% | $6,396-37.0% |
| Admin fee / account holder | $17,990 | $16,880+6.6% | $14,497+24.1% | $12,562+43.2% |