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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 | $53,153 | $175,257-69.7% | $149,717-64.5% | $139,456-61.9% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 9.58% | 166.70%-157.1pp | 134.41%-124.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $574 | $5,477-89.5% | $4,820-88.1% | $4,753-87.9% |
| Participant deferral / active EE | $6,050 | $6,521-7.2% | $5,682+6.5% | $6,711-9.9% |
| Admin fee / account holder | $363 | $16,156-97.8% | $13,213-97.3% | $11,407-96.8% |