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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 | $28,411 | $100,970-71.9% | $96,576-70.6% | $137,256-79.3% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 10.90% | 38.16%-27.3pp | 38.47%-27.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,635 | $8,286-44.1% | $7,956-41.7% | $6,407-27.7% |
| Admin fee / account holder | $14,997 | $11,312+32.6% | $11,381+31.8% | $12,270+22.2% |