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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 | $30,098 | $210,510-85.7% | $153,500-80.4% | $145,877-79.4% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 6.23% | 13.45%-7.2pp | 15.70%-9.5pp | 551.28%-545.1pp |
| Employer contribution / active EE | $368 | $6,052-93.9% | $5,039-92.7% | $4,663-92.1% |
| Participant deferral / active EE | $3,339 | $7,974-58.1% | $6,756-50.6% | $6,691-50.1% |
| Admin fee / account holder | $858 | $19,455-95.6% | $12,736-93.3% | $13,402-93.6% |