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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 | $57,058 | $160,040-64.3% | $147,096-61.2% | $145,877-60.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.87% | 98.49%-90.6pp | 419.75%-411.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $600 | $5,289-88.7% | $4,936-87.8% | $4,663-87.1% |
| Participant deferral / active EE | $9,693 | $8,429+15.0% | $8,071+20.1% | $6,691+44.9% |
| Admin fee / account holder | $486 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |