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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 | $42,683 | $212,386-79.9% | $199,883-78.6% | $138,895-69.3% |
| Participation rate | 28.6% | 87.4%-58.8pp | 86.8%-58.2pp | 79.9%-51.3pp |
| Annual return | 11.10% | 47.75%-36.6pp | 43.81%-32.7pp | 145.39%-134.3pp |
| Employer contribution / active EE | $851 | $6,625-87.2% | $6,261-86.4% | $4,194-79.7% |
| Participant deferral / active EE | $3,338 | $9,617-65.3% | $9,138-63.5% | $6,396-47.8% |
| Admin fee / account holder | $32,616 | $18,233+78.9% | $17,268+88.9% | $12,562+159.6% |