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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 | $22,925 | $172,111-86.7% | $150,298-84.7% | $137,256-83.3% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 9.81% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,943 | $6,166-68.5% | $5,453-64.4% | $6,407-69.7% |
| Admin fee / account holder | $1,791 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |