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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 | $16,376 | $149,040-89.0% | $120,225-86.4% | $137,256-88.1% |
| Participation rate | 35.7% | 75.4%-39.7pp | 69.6%-33.9pp | 80.0%-44.2pp |
| Annual return | 4.77% | 605.68%-600.9pp | 439.23%-434.5pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,747 | $4,655-19.5% | $3,999-6.3% | $6,407-41.5% |
| Admin fee / account holder | $26,740 | $6,348+321.3% | $5,696+369.4% | $12,270+117.9% |