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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 | $30,826 | $144,130-78.6% | $117,861-73.8% | $147,586-79.1% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 7.40% | 531.20%-523.8pp | 335.11%-327.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $211 | $4,897-95.7% | $3,786-94.4% | $4,876-95.7% |
| Participant deferral / active EE | $2,403 | $5,316-54.8% | $4,482-46.4% | $5,439-55.8% |
| Admin fee / account holder | $1,231 | $10,887-88.7% | $8,021-84.6% | $10,886-88.7% |