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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 | $62,795 | $201,370-68.8% | $184,256-65.9% | $145,897-57.0% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 9.18% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $267 | $7,024-96.2% | $6,427-95.9% | $4,663-94.3% |
| Participant deferral / active EE | $3,683 | $9,808-62.4% | $9,133-59.7% | $6,689-44.9% |
| Admin fee / account holder | $27,928 | $16,364+70.7% | $13,899+100.9% | $13,390+108.6% |