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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 | $8,181 | $99,053-91.7% | $88,179-90.7% | $138,895-94.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.1%-23.7pp | 79.9%-34.5pp |
| Annual return | 8.84% | 78.17%-69.3pp | 64.97%-56.1pp | 145.39%-136.6pp |
| Employer contribution / active EE | $227 | $2,882-92.1% | $2,549-91.1% | $4,194-94.6% |
| Participant deferral / active EE | $2,089 | $5,225-60.0% | $4,614-54.7% | $6,396-67.3% |
| Admin fee / account holder | $4,863 | $8,748-44.4% | $7,673-36.6% | $12,562-61.3% |