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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 | $33,076 | $124,314-73.4% | $109,163-69.7% | $167,518-80.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 5.50% | 26.04%-20.5pp | 25.75%-20.3pp | 478.71%-473.2pp |
| Employer contribution / active EE | $651 | $4,209-84.5% | $3,723-82.5% | $4,838-86.6% |
| Participant deferral / active EE | $2,833 | $5,256-46.1% | $4,654-39.1% | $6,342-55.3% |
| Admin fee / account holder | $93,892 | $7,973+1077.7% | $6,754+1290.2% | $12,312+662.6% |