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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 | $35,033 | $63,346-44.7% | $92,240-62.0% | $70,126-50.0% |
| Participation rate | 67.3% | 68.7%-1.3pp | 76.5%-9.1pp | 69.5%-2.2pp |
| Annual return | 12.42% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $319 | $2,471-87.1% | $3,680-91.3% | $2,343-86.4% |
| Participant deferral / active EE | $2,149 | $2,854-24.7% | $3,897-44.9% | $3,332-35.5% |
| Admin fee / account holder | $1,607 | $3,841-58.2% | $5,194-69.1% | $4,645-65.4% |