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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 | $3,514 | $72,071-95.1% | $68,368-94.9% | $137,256-97.4% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.0%-14.7pp |
| Annual return | 12.19% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,201 | $4,410-72.8% | $4,123-70.9% | $6,407-81.3% |
| Admin fee / account holder | $1,057 | $5,336-80.2% | $5,150-79.5% | $12,270-91.4% |