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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 | $25,126 | $166,131-84.9% | $164,975-84.8% | $145,877-82.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 6.65% | 100.37%-93.7pp | 70.12%-63.5pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,773 | $6,962+26.0% | $6,033+45.4% | $6,691+31.1% |
| Admin fee / account holder | $22,555 | $16,648+35.5% | $12,688+77.8% | $13,402+68.3% |