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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 | $15,752 | $90,530-82.6% | $76,030-79.3% | $145,897-89.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 6.59% | 625.08%-618.5pp | 361.54%-354.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,449 | $5,164-71.9% | $4,257-66.0% | $6,689-78.3% |
| Admin fee / account holder | $5,068 | $8,383-39.6% | $6,421-21.1% | $13,390-62.2% |