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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 | $67,950 | $156,398-56.6% | $147,318-53.9% | $138,895-51.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.65% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $543 | $4,853-88.8% | $4,593-88.2% | $4,194-87.0% |
| Participant deferral / active EE | $4,105 | $8,237-50.2% | $7,906-48.1% | $6,396-35.8% |
| Admin fee / account holder | $20,732 | $14,976+38.4% | $13,708+51.2% | $12,562+65.0% |