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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 | $129,737-67.5% | $119,126-64.6% | $154,746-72.8% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 6.73% | 379.08%-372.3pp | 282.11%-275.4pp | 172.34%-165.6pp |
| Employer contribution / active EE | $275 | $4,375-93.7% | $4,034-93.2% | $4,379-93.7% |
| Participant deferral / active EE | $2,150 | $5,842-63.2% | $5,318-59.6% | $6,730-68.1% |
| Admin fee / account holder | $11,171 | $11,961-6.6% | $10,693+4.5% | $14,365-22.2% |