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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 | $35,350 | $148,629-76.2% | $135,982-74.0% | $139,487-74.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 5.72% | 79.33%-73.6pp | 68.32%-62.6pp | 373.84%-368.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,203 | $8,102-48.1% | $7,760-45.8% | $6,713-37.4% |
| Admin fee / account holder | $19,401 | $12,406+56.4% | $10,767+80.2% | $11,407+70.1% |