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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 | $33,109 | $90,691-63.5% | $76,119-56.5% | $145,884-77.3% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 8.17% | 624.52%-616.3pp | 361.25%-353.1pp | 551.85%-543.7pp |
| Employer contribution / active EE | $415 | $3,329-87.5% | $2,693-84.6% | $4,662-91.1% |
| Participant deferral / active EE | $1,277 | $5,167-75.3% | $4,259-70.0% | $6,690-80.9% |
| Admin fee / account holder | $10,397 | $8,383+24.0% | $6,421+61.9% | $13,392-22.4% |