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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 | $106,239 | $178,174-40.4% | $156,181-32.0% | $137,256-22.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 8.74% | 84.19%-75.5pp | 64.87%-56.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $600 | $4,972-87.9% | $4,294-86.0% | $4,156-85.6% |
| Participant deferral / active EE | $2,895 | $6,888-58.0% | $6,132-52.8% | $6,407-54.8% |
| Admin fee / account holder | $39,329 | $17,404+126.0% | $14,586+169.6% | $12,270+220.5% |