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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 | $29,403 | $183,539-84.0% | $155,556-81.1% | $145,897-79.8% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 5.59% | 61.31%-55.7pp | 64.84%-59.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $543 | $5,315-89.8% | $4,675-88.4% | $4,663-88.4% |
| Participant deferral / active EE | $2,009 | $6,467-68.9% | $5,631-64.3% | $6,689-70.0% |
| Admin fee / account holder | $50,575 | $19,275+162.4% | $15,885+218.4% | $13,390+277.7% |