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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 | $33,896 | $175,231-80.7% | $149,696-77.4% | $139,466-75.7% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 6.79% | 166.77%-160.0pp | 134.46%-127.7pp | 373.66%-366.9pp |
| Employer contribution / active EE | $1,009 | $5,478-81.6% | $4,821-79.1% | $4,754-78.8% |
| Participant deferral / active EE | $3,181 | $6,521-51.2% | $5,682-44.0% | $6,712-52.6% |
| Admin fee / account holder | $22,224 | $16,155+37.6% | $13,212+68.2% | $11,409+94.8% |