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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 | $29,170 | $201,372-85.5% | $184,260-84.2% | $145,884-80.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.22% | 29.04%-19.8pp | 28.84%-19.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,618 | $9,808-42.7% | $9,133-38.5% | $6,690-16.0% |
| Admin fee / account holder | $2,233 | $16,362-86.4% | $13,898-83.9% | $13,392-83.3% |