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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 | $22,246 | $160,070-86.1% | $147,117-84.9% | $145,897-84.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 3.01% | 98.69%-95.7pp | 420.54%-417.5pp | 552.29%-549.3pp |
| Employer contribution / active EE | $877 | $5,285-83.4% | $4,932-82.2% | $4,663-81.2% |
| Participant deferral / active EE | $2,660 | $8,419-68.4% | $8,065-67.0% | $6,689-60.2% |
| Admin fee / account holder | $12,964 | $15,035-13.8% | $12,993-0.2% | $13,390-3.2% |