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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 | $47,905 | $199,109-75.9% | $173,730-72.4% | $154,746-69.0% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.6%-26.2pp | 80.7%-27.4pp |
| Annual return | 8.00% | 20.02%-12.0pp | 19.96%-12.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $814 | $5,311-84.7% | $4,577-82.2% | $4,379-81.4% |
| Participant deferral / active EE | $6,670 | $7,113-6.2% | $6,326+5.4% | $6,730-0.9% |
| Admin fee / account holder | $113,876 | $20,916+444.4% | $17,523+549.8% | $14,365+692.7% |