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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 | $34,690 | $125,190-72.3% | $105,624-67.2% | $145,897-76.2% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 7.59% | 225.22%-217.6pp | 116.20%-108.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $517 | $3,720-86.1% | $3,168-83.7% | $4,663-88.9% |
| Participant deferral / active EE | $2,017 | $5,716-64.7% | $5,013-59.8% | $6,689-69.9% |
| Admin fee / account holder | $33,108 | $17,138+93.2% | $10,961+202.0% | $13,390+147.3% |