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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 | $90,397-63.4% | $76,002-56.4% | $145,959-77.3% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 8.17% | 621.97%-613.8pp | 360.07%-351.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $415 | $3,317-87.5% | $2,688-84.5% | $4,661-91.1% |
| Participant deferral / active EE | $1,277 | $5,163-75.3% | $4,257-70.0% | $6,689-80.9% |
| Admin fee / account holder | $10,397 | $8,369+24.2% | $6,414+62.1% | $13,398-22.4% |