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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 | $10,266 | $88,754-88.4% | $81,820-87.5% | $145,877-93.0% |
| Participation rate | 38.9% | 75.1%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 8.05% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $294 | $3,085-90.5% | $2,915-89.9% | $4,663-93.7% |
| Participant deferral / active EE | $829 | $4,648-82.2% | $4,323-80.8% | $6,691-87.6% |
| Admin fee / account holder | $1,358 | $8,424-83.9% | $7,391-81.6% | $13,402-89.9% |