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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 | $35,525 | $175,231-79.7% | $149,696-76.3% | $139,466-74.5% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 5.09% | 166.77%-161.7pp | 134.46%-129.4pp | 373.66%-368.6pp |
| Employer contribution / active EE | $845 | $5,478-84.6% | $4,821-82.5% | $4,754-82.2% |
| Participant deferral / active EE | $3,637 | $6,521-44.2% | $5,682-36.0% | $6,712-45.8% |
| Admin fee / account holder | $14,355 | $16,155-11.1% | $13,212+8.7% | $11,409+25.8% |