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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 | $28,379 | $183,516-84.5% | $155,534-81.8% | $145,884-80.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 3.61% | 61.43%-57.8pp | 64.92%-61.3pp | 551.85%-548.2pp |
| Employer contribution / active EE | $248 | $5,315-95.3% | $4,675-94.7% | $4,662-94.7% |
| Participant deferral / active EE | $2,975 | $6,467-54.0% | $5,630-47.2% | $6,690-55.5% |
| Admin fee / account holder | $707 | $19,293-96.3% | $15,900-95.6% | $13,392-94.7% |