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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 | $74,416 | $209,336-64.5% | $197,124-62.2% | $137,256-45.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 9.39% | 48.09%-38.7pp | 44.34%-35.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $347 | $6,591-94.7% | $6,227-94.4% | $4,156-91.7% |
| Participant deferral / active EE | $7,800 | $9,614-18.9% | $9,135-14.6% | $6,407+21.7% |
| Admin fee / account holder | $28,539 | $17,308+64.9% | $16,298+75.1% | $12,270+132.6% |