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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 | $160,070-86.9% | $147,117-85.8% | $145,897-85.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 8.85% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $319 | $5,285-94.0% | $4,932-93.5% | $4,663-93.2% |
| Participant deferral / active EE | $3,471 | $8,419-58.8% | $8,065-57.0% | $6,689-48.1% |
| Admin fee / account holder | $3,421 | $15,035-77.2% | $12,993-73.7% | $13,390-74.5% |