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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 | $42,123 | $111,535-62.2% | $105,223-60.0% | $137,256-69.3% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 6.73% | 237.85%-231.1pp | 180.65%-173.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $275 | $3,939-93.0% | $3,689-92.6% | $4,156-93.4% |
| Participant deferral / active EE | $2,150 | $5,500-60.9% | $5,072-57.6% | $6,407-66.4% |
| Admin fee / account holder | $11,171 | $9,721+14.9% | $8,859+26.1% | $12,270-9.0% |