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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 | $71,534 | $154,228-53.6% | $145,433-50.8% | $137,256-47.9% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 6.62% | 74.59%-68.0pp | 66.58%-60.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $510 | $4,804-89.4% | $4,554-88.8% | $4,156-87.7% |
| Participant deferral / active EE | $3,634 | $8,216-55.8% | $7,897-54.0% | $6,407-43.3% |
| Admin fee / account holder | $28,838 | $14,344+101.1% | $13,129+119.7% | $12,270+135.0% |