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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 | $49,166 | $172,111-71.4% | $150,298-67.3% | $137,256-64.2% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 9.38% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $620 | $4,636-86.6% | $4,154-85.1% | $4,156-85.1% |
| Participant deferral / active EE | $2,609 | $6,166-57.7% | $5,453-52.1% | $6,407-59.3% |
| Admin fee / account holder | $23,955 | $16,471+45.4% | $14,116+69.7% | $12,270+95.2% |