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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 | $38,641 | $111,535-65.4% | $105,223-63.3% | $137,256-71.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.12% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $639 | $3,939-83.8% | $3,689-82.7% | $4,156-84.6% |
| Participant deferral / active EE | $2,813 | $5,500-48.8% | $5,072-44.5% | $6,407-56.1% |
| Admin fee / account holder | $4,496 | $9,721-53.8% | $8,859-49.2% | $12,270-63.4% |