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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 | $35,533 | $129,737-72.6% | $119,126-70.2% | $154,746-77.0% |
| Participation rate | 18.2% | 78.9%-60.7pp | 75.8%-57.6pp | 80.7%-62.5pp |
| Annual return | 8.78% | 379.08%-370.3pp | 282.11%-273.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $273 | $4,375-93.8% | $4,034-93.2% | $4,379-93.8% |
| Participant deferral / active EE | $2,026 | $5,842-65.3% | $5,318-61.9% | $6,730-69.9% |
| Admin fee / account holder | $7,363 | $11,961-38.4% | $10,693-31.1% | $14,365-48.7% |