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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 | $20,818 | $172,111-87.9% | $150,298-86.1% | $137,256-84.8% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 10.91% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $622 | $4,636-86.6% | $4,154-85.0% | $4,156-85.0% |
| Participant deferral / active EE | $2,182 | $6,166-64.6% | $5,453-60.0% | $6,407-65.9% |
| Admin fee / account holder | $40,239 | $16,471+144.3% | $14,116+185.1% | $12,270+227.9% |