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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 | $24,647 | $160,028-84.6% | $147,080-83.2% | $145,884-83.1% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 8.96% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $500 | $5,286-90.5% | $4,933-89.9% | $4,662-89.3% |
| Participant deferral / active EE | $3,278 | $8,422-61.1% | $8,066-59.4% | $6,690-51.0% |
| Admin fee / account holder | $12,703 | $15,030-15.5% | $12,989-2.2% | $13,392-5.1% |