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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 | $25,285 | $160,028-84.2% | $147,080-82.8% | $145,884-82.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 7.86% | 98.60%-90.7pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $586 | $5,286-88.9% | $4,933-88.1% | $4,662-87.4% |
| Participant deferral / active EE | $5,628 | $8,422-33.2% | $8,066-30.2% | $6,690-15.9% |
| Admin fee / account holder | $935 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |