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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 | $28,675 | $175,259-83.6% | $149,723-80.8% | $139,487-79.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.13% | 166.82%-160.7pp | 134.50%-128.4pp | 373.84%-367.7pp |
| Employer contribution / active EE | $815 | $5,478-85.1% | $4,821-83.1% | $4,755-82.9% |
| Participant deferral / active EE | $19,172 | $6,522+194.0% | $5,682+237.4% | $6,713+185.6% |
| Admin fee / account holder | $24,498 | $16,158+51.6% | $13,215+85.4% | $11,407+114.8% |