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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 | $25,147 | $160,040-84.3% | $147,096-82.9% | $145,877-82.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 3.06% | 98.49%-95.4pp | 419.75%-416.7pp | 551.28%-548.2pp |
| Employer contribution / active EE | $443 | $5,289-91.6% | $4,936-91.0% | $4,663-90.5% |
| Participant deferral / active EE | $6,901 | $8,429-18.1% | $8,071-14.5% | $6,691+3.2% |
| Admin fee / account holder | $15,218 | $15,050+1.1% | $13,005+17.0% | $13,402+13.5% |