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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 | $90,691-82.6% | $76,119-79.3% | $145,884-89.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 6.59% | 624.52%-617.9pp | 361.25%-354.7pp | 551.85%-545.3pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,449 | $5,167-72.0% | $4,259-66.0% | $6,690-78.3% |
| Admin fee / account holder | $5,068 | $8,383-39.5% | $6,421-21.1% | $13,392-62.2% |