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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 | $27,801 | $175,231-84.1% | $149,696-81.4% | $139,466-80.1% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 6.92% | 166.77%-159.9pp | 134.46%-127.5pp | 373.66%-366.7pp |
| Employer contribution / active EE | $649 | $5,478-88.1% | $4,821-86.5% | $4,754-86.3% |
| Participant deferral / active EE | $2,591 | $6,521-60.3% | $5,682-54.4% | $6,712-61.4% |
| Admin fee / account holder | $47,166 | $16,155+192.0% | $13,212+257.0% | $11,409+313.4% |