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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 | $174,379-88.1% | $152,093-86.3% | $138,895-85.0% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 10.91% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $622 | $4,652-86.6% | $4,175-85.1% | $4,194-85.2% |
| Participant deferral / active EE | $2,182 | $6,159-64.6% | $5,451-60.0% | $6,396-65.9% |
| Admin fee / account holder | $40,239 | $16,880+138.4% | $14,497+177.6% | $12,562+220.3% |