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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 | $125,184-82.6% | $105,607-79.4% | $145,884-85.1% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 6.13% | 225.00%-218.9pp | 116.11%-110.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $476 | $3,720-87.2% | $3,167-85.0% | $4,662-89.8% |
| Participant deferral / active EE | $3,139 | $5,714-45.1% | $5,011-37.4% | $6,690-53.1% |
| Admin fee / account holder | $333 | $17,133-98.1% | $10,958-97.0% | $13,392-97.5% |