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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 | $23,832 | $175,231-86.4% | $149,696-84.1% | $139,466-82.9% |
| Participation rate | 45.8% | 83.4%-37.6pp | 78.8%-32.9pp | 80.3%-34.5pp |
| Annual return | 5.94% | 166.77%-160.8pp | 134.46%-128.5pp | 373.66%-367.7pp |
| Employer contribution / active EE | $817 | $5,478-85.1% | $4,821-83.1% | $4,754-82.8% |
| Participant deferral / active EE | $3,833 | $6,521-41.2% | $5,682-32.5% | $6,712-42.9% |
| Admin fee / account holder | $474 | $16,155-97.1% | $13,212-96.4% | $11,409-95.8% |