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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 | $37,987 | $111,830-66.0% | $93,696-59.5% | $145,884-74.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 6.31% | 204.08%-197.8pp | 133.74%-127.4pp | 551.85%-545.5pp |
| Employer contribution / active EE | $524 | $3,093-83.1% | $2,422-78.4% | $4,662-88.8% |
| Participant deferral / active EE | $1,271 | $4,920-74.2% | $4,417-71.2% | $6,690-81.0% |
| Admin fee / account holder | $12,038 | $10,249+17.5% | $8,287+45.3% | $13,392-10.1% |