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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 | $35,312 | $129,737-72.8% | $119,126-70.4% | $154,746-77.2% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 7.93% | 379.08%-371.1pp | 282.11%-274.2pp | 172.34%-164.4pp |
| Employer contribution / active EE | $894 | $4,375-79.6% | $4,034-77.8% | $4,379-79.6% |
| Participant deferral / active EE | $2,586 | $5,842-55.7% | $5,318-51.4% | $6,730-61.6% |
| Admin fee / account holder | $22,955 | $11,961+91.9% | $10,693+114.7% | $14,365+59.8% |