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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 | $29,004 | $166,268-82.6% | $165,100-82.4% | $145,897-80.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.03% | 100.52%-92.5pp | 70.21%-62.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $744 | $5,284-85.9% | $4,348-82.9% | $4,663-84.1% |
| Participant deferral / active EE | $2,396 | $6,964-65.6% | $6,035-60.3% | $6,689-64.2% |
| Admin fee / account holder | $4,370 | $16,659-73.8% | $12,696-65.6% | $13,390-67.4% |