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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 | $36,338 | $160,040-77.3% | $147,096-75.3% | $145,877-75.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.26% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $580 | $5,289-89.0% | $4,936-88.2% | $4,663-87.6% |
| Participant deferral / active EE | $9,187 | $8,429+9.0% | $8,071+13.8% | $6,691+37.3% |
| Admin fee / account holder | $68,742 | $15,050+356.8% | $13,005+428.6% | $13,402+412.9% |