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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 | $39,406 | $183,592-78.5% | $155,574-74.7% | $145,877-73.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.81% | 61.37%-55.6pp | 64.87%-59.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $874 | $5,317-83.6% | $4,676-81.3% | $4,663-81.3% |
| Participant deferral / active EE | $3,563 | $6,466-44.9% | $5,629-36.7% | $6,691-46.8% |
| Admin fee / account holder | $432,965 | $19,316+2141.5% | $15,914+2620.6% | $13,402+3130.6% |