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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 | $38,214 | $129,737-70.5% | $119,126-67.9% | $154,746-75.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 3.01% | 379.08%-376.1pp | 282.11%-279.1pp | 172.34%-169.3pp |
| Employer contribution / active EE | $893 | $4,375-79.6% | $4,034-77.9% | $4,379-79.6% |
| Participant deferral / active EE | $2,288 | $5,842-60.8% | $5,318-57.0% | $6,730-66.0% |
| Admin fee / account holder | $510 | $11,961-95.7% | $10,693-95.2% | $14,365-96.4% |