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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 | $29,409 | $211,224-86.1% | $178,505-83.5% | $145,897-79.8% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 1.21% | 30.28%-29.1pp | 27.16%-25.9pp | 552.29%-551.1pp |
| Employer contribution / active EE | $553 | $4,577-87.9% | $3,955-86.0% | $4,663-88.1% |
| Participant deferral / active EE | $1,381 | $6,966-80.2% | $6,280-78.0% | $6,689-79.3% |
| Admin fee / account holder | $35,930 | $12,109+196.7% | $10,428+244.6% | $13,390+168.3% |