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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 | $33,766 | $217,432-84.5% | $185,849-81.8% | $167,536-79.8% |
| Participation rate | 26.3% | 86.1%-59.7pp | 81.7%-55.4pp | 82.1%-55.8pp |
| Annual return | 3.64% | 148.42%-144.8pp | 122.10%-118.5pp | 478.82%-475.2pp |
| Employer contribution / active EE | $253 | $5,875-95.7% | $5,169-95.1% | $4,839-94.8% |
| Participant deferral / active EE | $2,924 | $6,357-54.0% | $5,569-47.5% | $6,342-53.9% |
| Admin fee / account holder | $670 | $19,818-96.6% | $16,244-95.9% | $12,315-94.6% |