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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 | $14,176 | $90,530-84.3% | $76,030-81.4% | $145,897-90.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 0.19% | 625.08%-624.9pp | 361.54%-361.3pp | 552.29%-552.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,310 | $5,164-35.9% | $4,257-22.3% | $6,689-50.5% |
| Admin fee / account holder | $2,497 | $8,383-70.2% | $6,421-61.1% | $13,390-81.4% |