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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 | $18,390 | $111,535-83.5% | $105,223-82.5% | $137,256-86.6% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 80.0%-50.5pp |
| Annual return | 9.56% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $370 | $3,939-90.6% | $3,689-90.0% | $4,156-91.1% |
| Participant deferral / active EE | $1,537 | $5,500-72.0% | $5,072-69.7% | $6,407-76.0% |
| Admin fee / account holder | $9,287 | $9,721-4.5% | $8,859+4.8% | $12,270-24.3% |