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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 | $102,978-85.6% | $90,287-83.5% | $152,870-90.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 1.72% | 95.17%-93.5pp | 78.10%-76.4pp | 345.34%-343.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,315 | $4,281-22.6% | $3,885-14.7% | $5,850-43.3% |
| Admin fee / account holder | $3,288 | $6,171-46.7% | $5,351-38.6% | $11,597-71.6% |