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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 | $18,832 | $160,028-88.2% | $147,080-87.2% | $145,884-87.1% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 5.80% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,138 | $8,422-62.7% | $8,066-61.1% | $6,690-53.1% |
| Admin fee / account holder | $14,059 | $15,030-6.5% | $12,989+8.2% | $13,392+5.0% |