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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 | $45,285 | $154,228-70.6% | $145,433-68.9% | $137,256-67.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 7.90% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $116 | $4,804-97.6% | $4,554-97.4% | $4,156-97.2% |
| Participant deferral / active EE | $3,733 | $8,216-54.6% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $26,207 | $14,344+82.7% | $13,129+99.6% | $12,270+113.6% |