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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 | $36,484 | $63,346-42.4% | $92,240-60.4% | $70,126-48.0% |
| Participation rate | 60.6% | 68.7%-8.1pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 9.41% | 530.19%-520.8pp | 176.29%-166.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $204 | $2,471-91.7% | $3,680-94.4% | $2,343-91.3% |
| Participant deferral / active EE | $1,256 | $2,854-56.0% | $3,897-67.8% | $3,332-62.3% |
| Admin fee / account holder | $3,912 | $3,841+1.9% | $5,194-24.7% | $4,645-15.8% |