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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 | $34,145 | $201,372-83.0% | $184,260-81.5% | $145,884-76.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 9.09% | 29.04%-20.0pp | 28.84%-19.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,336 | $7,024-81.0% | $6,427-79.2% | $4,662-71.3% |
| Participant deferral / active EE | $5,012 | $9,808-48.9% | $9,133-45.1% | $6,690-25.1% |
| Admin fee / account holder | $79,706 | $16,362+387.1% | $13,898+473.5% | $13,392+495.2% |