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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 | $22,127 | $150,412-85.3% | $120,574-81.6% | $145,884-84.8% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 3.47% | 154.50%-151.0pp | 107.42%-104.0pp | 551.85%-548.4pp |
| Employer contribution / active EE | $237 | $4,355-94.6% | $3,471-93.2% | $4,662-94.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $431 | $12,224-96.5% | $9,445-95.4% | $13,392-96.8% |