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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 | $30,343 | $183,539-83.5% | $155,556-80.5% | $145,897-79.2% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 7.12% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $34 | $5,315-99.4% | $4,675-99.3% | $4,663-99.3% |
| Participant deferral / active EE | $2,245 | $6,467-65.3% | $5,631-60.1% | $6,689-66.4% |
| Admin fee / account holder | $666 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |