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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 | $28,354 | $175,257-83.8% | $149,717-81.1% | $139,456-79.7% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 10.00% | 166.70%-156.7pp | 134.41%-124.4pp | 373.45%-363.4pp |
| Employer contribution / active EE | $666 | $5,477-87.8% | $4,820-86.2% | $4,753-86.0% |
| Participant deferral / active EE | $2,126 | $6,521-67.4% | $5,682-62.6% | $6,711-68.3% |
| Admin fee / account holder | $6,537 | $16,156-59.5% | $13,213-50.5% | $11,407-42.7% |