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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 | $29,051 | $174,379-83.3% | $152,093-80.9% | $138,895-79.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 3.89% | 74.86%-71.0pp | 66.36%-62.5pp | 145.39%-141.5pp |
| Employer contribution / active EE | $759 | $4,652-83.7% | $4,175-81.8% | $4,194-81.9% |
| Participant deferral / active EE | $9,078 | $6,159+47.4% | $5,451+66.5% | $6,396+41.9% |
| Admin fee / account holder | $196,217 | $16,880+1062.4% | $14,497+1253.5% | $12,562+1462.0% |