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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 | $33,105 | $88,672-62.7% | $105,223-68.5% | $82,448-59.8% |
| Participation rate | 66.1% | 67.9%-1.8pp | 75.0%-8.9pp | 68.1%-1.9pp |
| Annual return | 12.31% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $631 | $3,048-79.3% | $3,689-82.9% | $2,551-75.3% |
| Participant deferral / active EE | $3,652 | $4,036-9.5% | $5,072-28.0% | $4,139-11.8% |
| Admin fee / account holder | $17,472 | $7,146+144.5% | $8,859+97.2% | $7,234+141.5% |