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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 | $184,014-80.5% | $161,149-77.7% | $138,895-74.2% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 9.59% | 21.52%-11.9pp | 21.16%-11.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $638 | $5,055-87.4% | $4,360-85.4% | $4,194-84.8% |
| Participant deferral / active EE | $5,589 | $6,909-19.1% | $6,153-9.2% | $6,396-12.6% |
| Admin fee / account holder | $72,798 | $18,027+303.8% | $15,194+379.1% | $12,562+479.5% |