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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 | $60,891 | $154,228-60.5% | $145,433-58.1% | $137,256-55.6% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 7.81% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $803 | $4,804-83.3% | $4,554-82.4% | $4,156-80.7% |
| Participant deferral / active EE | $2,666 | $8,216-67.5% | $7,897-66.2% | $6,407-58.4% |
| Admin fee / account holder | $17,704 | $14,344+23.4% | $13,129+34.8% | $12,270+44.3% |