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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 | $66,808 | $172,111-61.2% | $150,298-55.5% | $137,256-51.3% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 10.62% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $495 | $4,636-89.3% | $4,154-88.1% | $4,156-88.1% |
| Participant deferral / active EE | $4,297 | $6,166-30.3% | $5,453-21.2% | $6,407-32.9% |
| Admin fee / account holder | $444 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |