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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 | $32,369 | $172,111-81.2% | $150,298-78.5% | $137,256-76.4% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 8.17% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $783 | $4,636-83.1% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $1,717 | $6,166-72.2% | $5,453-68.5% | $6,407-73.2% |
| Admin fee / account holder | $31,214 | $16,471+89.5% | $14,116+121.1% | $12,270+154.4% |