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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 | $25,967 | $180,749-85.6% | $160,784-83.8% | $137,256-81.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 8.86% | 2234.46%-2225.6pp | 1803.92%-1795.1pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3 | $4,155-99.9% | $3,733-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,408 | $10,397-38.4% | $9,717-34.1% | $12,270-47.8% |