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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 | $28,634 | $178,174-83.9% | $156,181-81.7% | $137,256-79.1% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 6.51% | 84.19%-77.7pp | 64.87%-58.4pp | 220.34%-213.8pp |
| Employer contribution / active EE | $956 | $4,972-80.8% | $4,294-77.7% | $4,156-77.0% |
| Participant deferral / active EE | $2,201 | $6,888-68.0% | $6,132-64.1% | $6,407-65.6% |
| Admin fee / account holder | $27,808 | $17,404+59.8% | $14,586+90.6% | $12,270+126.6% |