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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 | $34,989 | $148,582-76.5% | $135,942-74.3% | $139,456-74.9% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 11.21% | 79.26%-68.0pp | 68.28%-57.1pp | 373.45%-362.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,604 | $8,101-6.1% | $7,759-2.0% | $6,711+13.3% |
| Admin fee / account holder | $15,216 | $12,402+22.7% | $10,764+41.4% | $11,407+33.4% |