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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 | $32,255 | $217,432-85.2% | $185,849-82.6% | $167,536-80.7% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 7.28% | 148.42%-141.1pp | 122.10%-114.8pp | 478.82%-471.5pp |
| Employer contribution / active EE | $1,141 | $5,875-80.6% | $5,169-77.9% | $4,839-76.4% |
| Participant deferral / active EE | $3,509 | $6,357-44.8% | $5,569-37.0% | $6,342-44.7% |
| Admin fee / account holder | $927 | $19,818-95.3% | $16,244-94.3% | $12,315-92.5% |