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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 | $57,141 | $201,370-71.6% | $184,256-69.0% | $145,897-60.8% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.8pp |
| Annual return | 7.02% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,246 | $7,024-82.3% | $6,427-80.6% | $4,663-73.3% |
| Participant deferral / active EE | $4,594 | $9,808-53.2% | $9,133-49.7% | $6,689-31.3% |
| Admin fee / account holder | $606 | $16,364-96.3% | $13,899-95.6% | $13,390-95.5% |