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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 | $21,444 | $88,815-75.9% | $81,882-73.8% | $145,897-85.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.07% | 1033.75%-1026.7pp | 779.47%-772.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,277 | $4,647+13.5% | $4,323+22.1% | $6,689-21.1% |
| Admin fee / account holder | $3,277 | $8,434-61.1% | $7,360-55.5% | $13,390-75.5% |