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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 | $29,226 | $114,119-74.4% | $107,187-72.7% | $138,895-79.0% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 7.92% | 273.21%-265.3pp | 204.55%-196.6pp | 145.39%-137.5pp |
| Employer contribution / active EE | $740 | $4,059-81.8% | $3,782-80.4% | $4,194-82.4% |
| Participant deferral / active EE | $3,365 | $5,538-39.2% | $5,096-34.0% | $6,396-47.4% |
| Admin fee / account holder | $12,661 | $10,024+26.3% | $9,162+38.2% | $12,562+0.8% |