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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 | $36,311 | $125,193-71.0% | $105,591-65.6% | $145,978-75.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.49% | 225.53%-218.0pp | 116.43%-108.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $387 | $3,718-89.6% | $3,166-87.8% | $4,662-91.7% |
| Participant deferral / active EE | $2,522 | $5,708-55.8% | $5,008-49.7% | $6,690-62.3% |
| Admin fee / account holder | $81,838 | $17,277+373.7% | $11,024+642.4% | $13,400+510.7% |