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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 | $29,833 | $178,174-83.3% | $156,181-80.9% | $137,256-78.3% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 9.49% | 84.19%-74.7pp | 64.87%-55.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $606 | $4,972-87.8% | $4,294-85.9% | $4,156-85.4% |
| Participant deferral / active EE | $2,424 | $6,888-64.8% | $6,132-60.5% | $6,407-62.2% |
| Admin fee / account holder | $21,194 | $17,404+21.8% | $14,586+45.3% | $12,270+72.7% |