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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 | $35,876 | $178,174-79.9% | $156,181-77.0% | $137,256-73.9% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 9.59% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $638 | $4,972-87.2% | $4,294-85.1% | $4,156-84.6% |
| Participant deferral / active EE | $5,589 | $6,888-18.9% | $6,132-8.9% | $6,407-12.8% |
| Admin fee / account holder | $72,798 | $17,404+318.3% | $14,586+399.1% | $12,270+493.3% |