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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 | $26,555 | $159,934-83.4% | $147,005-81.9% | $145,959-81.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.05% | 98.24%-90.2pp | 418.76%-410.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $958 | $5,287-81.9% | $4,934-80.6% | $4,661-79.4% |
| Participant deferral / active EE | $6,743 | $8,427-20.0% | $8,070-16.4% | $6,689+0.8% |
| Admin fee / account holder | $14,504 | $15,053-3.6% | $13,006+11.5% | $13,398+8.3% |