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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 | $64,559 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.99% | 78.75%-67.8pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $898 | $4,853-81.5% | $4,593-80.4% | $4,194-78.6% |
| Participant deferral / active EE | $3,859 | $8,237-53.2% | $7,906-51.2% | $6,396-39.7% |
| Admin fee / account holder | $44,192 | $14,976+195.1% | $13,708+222.4% | $12,562+251.8% |