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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 | $45,954 | $156,398-70.6% | $147,318-68.8% | $138,895-66.9% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 8.81% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $724 | $4,853-85.1% | $4,593-84.2% | $4,194-82.7% |
| Participant deferral / active EE | $3,167 | $8,237-61.5% | $7,906-59.9% | $6,396-50.5% |
| Admin fee / account holder | $54,517 | $14,976+264.0% | $13,708+297.7% | $12,562+334.0% |