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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 | $9,615 | $100,139-90.4% | $85,187-88.7% | $145,884-93.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 1.58% | 84.15%-82.6pp | 66.67%-65.1pp | 551.85%-550.3pp |
| Employer contribution / active EE | $343 | $3,238-89.4% | $2,732-87.4% | $4,662-92.6% |
| Participant deferral / active EE | $1,250 | $5,296-76.4% | $4,525-72.4% | $6,690-81.3% |
| Admin fee / account holder | $1,211 | $7,262-83.3% | $6,162-80.3% | $13,392-91.0% |