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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 | $35,679 | $109,411-67.4% | $89,435-60.1% | $158,982-77.6% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.0%-15.0pp | 82.0%-29.0pp |
| Annual return | 5.11% | 345.68%-340.6pp | 245.55%-240.4pp | 302.99%-297.9pp |
| Employer contribution / active EE | $158 | $3,173-95.0% | $2,587-93.9% | $4,763-96.7% |
| Participant deferral / active EE | $1,354 | $4,600-70.6% | $3,890-65.2% | $5,983-77.4% |
| Admin fee / account holder | $6,708 | $6,159+8.9% | $4,884+37.3% | $11,252-40.4% |