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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 | $41,162 | $183,978-77.6% | $162,171-74.6% | $152,885-73.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 7.88% | 150.78%-142.9pp | 115.60%-107.7pp | 345.39%-337.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,200 | $8,033+14.5% | $7,297+26.1% | $5,851+57.2% |
| Admin fee / account holder | $21,948 | $13,122+67.3% | $10,843+102.4% | $11,598+89.2% |