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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 | $24,163 | $172,111-86.0% | $150,298-83.9% | $137,256-82.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 8.91% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $638 | $4,636-86.2% | $4,154-84.6% | $4,156-84.6% |
| Participant deferral / active EE | $2,693 | $6,166-56.3% | $5,453-50.6% | $6,407-58.0% |
| Admin fee / account holder | $18,338 | $16,471+11.3% | $14,116+29.9% | $12,270+49.5% |