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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 | $14,861 | $103,038-85.6% | $90,324-83.5% | $152,909-90.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 1.72% | 95.25%-93.5pp | 78.15%-76.4pp | 345.46%-343.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,315 | $4,282-22.6% | $3,885-14.7% | $5,851-43.4% |
| Admin fee / account holder | $3,288 | $6,177-46.8% | $5,356-38.6% | $11,601-71.7% |