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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 | $34,288 | $124,330-72.4% | $109,173-68.6% | $167,536-79.5% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 8.05% | 26.04%-18.0pp | 25.75%-17.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $187 | $4,209-95.6% | $3,723-95.0% | $4,839-96.1% |
| Participant deferral / active EE | $4,333 | $5,256-17.6% | $4,654-6.9% | $6,342-31.7% |
| Admin fee / account holder | $9,983 | $7,974+25.2% | $6,755+47.8% | $12,315-18.9% |