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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 | $111,814-71.7% | $103,378-69.4% | $145,978-78.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.40% | 24.80%-19.4pp | 24.91%-19.5pp | 550.52%-545.1pp |
| Employer contribution / active EE | $320 | $4,215-92.4% | $3,870-91.7% | $4,662-93.1% |
| Participant deferral / active EE | $4,000 | $5,618-28.8% | $5,058-20.9% | $6,690-40.2% |
| Admin fee / account holder | $946 | $9,764-90.3% | $8,401-88.7% | $13,400-92.9% |