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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 | $21,751 | $126,519-82.8% | $106,201-79.5% | $145,959-85.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 6.13% | 225.10%-219.0pp | 116.26%-110.1pp | 561.95%-555.8pp |
| Employer contribution / active EE | $476 | $3,726-87.2% | $3,170-85.0% | $4,661-89.8% |
| Participant deferral / active EE | $3,139 | $5,716-45.1% | $5,012-37.4% | $6,689-53.1% |
| Admin fee / account holder | $333 | $17,312-98.1% | $11,039-97.0% | $13,398-97.5% |