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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 | $44,074 | $160,028-72.5% | $147,080-70.0% | $145,884-69.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.29% | 98.60%-93.3pp | 420.17%-414.9pp | 551.85%-546.6pp |
| Employer contribution / active EE | $244 | $5,286-95.4% | $4,933-95.0% | $4,662-94.8% |
| Participant deferral / active EE | $8,033 | $8,422-4.6% | $8,066-0.4% | $6,690+20.1% |
| Admin fee / account holder | $461 | $15,030-96.9% | $12,989-96.5% | $13,392-96.6% |