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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 | $33,651 | $211,224-84.1% | $178,505-81.1% | $145,897-76.9% |
| Participation rate | 16.7% | 80.8%-64.2pp | 77.1%-60.5pp | 80.3%-63.6pp |
| Annual return | 3.56% | 30.28%-26.7pp | 27.16%-23.6pp | 552.29%-548.7pp |
| Employer contribution / active EE | $267 | $4,577-94.2% | $3,955-93.2% | $4,663-94.3% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,347 | $12,109+175.4% | $10,428+219.8% | $13,390+149.0% |