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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 | $13,137 | $111,535-88.2% | $105,223-87.5% | $137,256-90.4% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 2.33% | 237.85%-235.5pp | 180.65%-178.3pp | 220.34%-218.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,516 | $5,500-36.1% | $5,072-30.7% | $6,407-45.1% |
| Admin fee / account holder | $1,533 | $9,721-84.2% | $8,859-82.7% | $12,270-87.5% |