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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 | $27,575 | $201,370-86.3% | $184,256-85.0% | $145,897-81.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.91% | 29.05%-24.1pp | 28.85%-23.9pp | 552.29%-547.4pp |
| Employer contribution / active EE | $466 | $7,024-93.4% | $6,427-92.7% | $4,663-90.0% |
| Participant deferral / active EE | $13,362 | $9,808+36.2% | $9,133+46.3% | $6,689+99.8% |
| Admin fee / account holder | $24,361 | $16,364+48.9% | $13,899+75.3% | $13,390+81.9% |