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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 | $18,575 | $183,516-89.9% | $155,534-88.1% | $145,884-87.3% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 6.88% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-545.0pp |
| Employer contribution / active EE | $618 | $5,315-88.4% | $4,675-86.8% | $4,662-86.7% |
| Participant deferral / active EE | $2,408 | $6,467-62.8% | $5,630-57.2% | $6,690-64.0% |
| Admin fee / account holder | $716 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |