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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 | $7,221 | $70,366-89.7% | $66,674-89.2% | $138,895-94.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 6.14% | 386.41%-380.3pp | 321.24%-315.1pp | 145.39%-139.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,349 | $4,374-46.3% | $4,084-42.5% | $6,396-63.3% |
| Admin fee / account holder | $8,248 | $5,262+56.7% | $5,098+61.8% | $12,562-34.3% |