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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 | $36,172 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 12.24% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $815 | $4,804-83.0% | $4,554-82.1% | $4,156-80.4% |
| Participant deferral / active EE | $4,598 | $8,216-44.0% | $7,897-41.8% | $6,407-28.2% |
| Admin fee / account holder | $22,849 | $14,344+59.3% | $13,129+74.0% | $12,270+86.2% |