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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 | $30,368 | $160,040-81.0% | $147,096-79.4% | $145,877-79.2% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 7.57% | 98.49%-90.9pp | 419.75%-412.2pp | 551.28%-543.7pp |
| Employer contribution / active EE | $513 | $5,289-90.3% | $4,936-89.6% | $4,663-89.0% |
| Participant deferral / active EE | $11,109 | $8,429+31.8% | $8,071+37.6% | $6,691+66.0% |
| Admin fee / account holder | $10,294 | $15,050-31.6% | $13,005-20.8% | $13,402-23.2% |