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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 | $44,385 | $154,228-71.2% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 12.11% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $369 | $4,804-92.3% | $4,554-91.9% | $4,156-91.1% |
| Participant deferral / active EE | $2,533 | $8,216-69.2% | $7,897-67.9% | $6,407-60.5% |
| Admin fee / account holder | $59,068 | $14,344+311.8% | $13,129+349.9% | $12,270+381.4% |