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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 | $9,177 | $97,125-90.6% | $86,233-89.4% | $137,256-93.3% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.0%-10.2pp | 80.0%-21.1pp |
| Annual return | 9.49% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,730 | $5,180+10.6% | $4,559+25.7% | $6,407-10.6% |
| Admin fee / account holder | $8,273 | $9,725-14.9% | $8,342-0.8% | $12,270-32.6% |