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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 | $36,396 | $99,994-63.6% | $146,643-75.2% | $85,847-57.6% |
| Participation rate | 65.9% | 73.1%-7.2pp | 80.1%-14.2pp | 69.3%-3.5pp |
| Annual return | 8.25% | 18.93%-10.7pp | 22.75%-14.5pp | 318.61%-310.4pp |
| Employer contribution / active EE | $295 | $2,559-88.5% | $4,137-92.9% | $2,565-88.5% |
| Participant deferral / active EE | $1,971 | $4,006-50.8% | $5,506-64.2% | $3,952-50.1% |
| Admin fee / account holder | $10,174 | $7,703+32.1% | $10,280-1.0% | $6,261+62.5% |