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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 | $31,637 | $110,410-71.3% | $102,437-69.1% | $145,897-78.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.40% | 24.85%-19.5pp | 24.95%-19.5pp | 552.29%-546.9pp |
| Employer contribution / active EE | $320 | $4,217-92.4% | $3,871-91.7% | $4,663-93.1% |
| Participant deferral / active EE | $4,000 | $5,622-28.8% | $5,060-20.9% | $6,689-40.2% |
| Admin fee / account holder | $946 | $9,745-90.3% | $8,388-88.7% | $13,390-92.9% |