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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 | $31,496 | $160,070-80.3% | $147,117-78.6% | $145,897-78.4% |
| Participation rate | 47.8% | 84.0%-36.2pp | 82.2%-34.4pp | 80.3%-32.5pp |
| Annual return | 8.92% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $677 | $5,285-87.2% | $4,932-86.3% | $4,663-85.5% |
| Participant deferral / active EE | $2,785 | $8,419-66.9% | $8,065-65.5% | $6,689-58.4% |
| Admin fee / account holder | $722 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |