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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 | $20,897 | $160,040-86.9% | $147,096-85.8% | $145,877-85.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.85% | 98.49%-89.6pp | 419.75%-410.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $319 | $5,289-94.0% | $4,936-93.5% | $4,663-93.2% |
| Participant deferral / active EE | $3,471 | $8,429-58.8% | $8,071-57.0% | $6,691-48.1% |
| Admin fee / account holder | $3,421 | $15,050-77.3% | $13,005-73.7% | $13,402-74.5% |