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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 | $11,377 | $72,071-84.2% | $68,368-83.4% | $137,256-91.7% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 9.38% | 353.14%-343.8pp | 292.57%-283.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,667 | $4,410-62.2% | $4,123-59.6% | $6,407-74.0% |
| Admin fee / account holder | $4,372 | $5,336-18.1% | $5,150-15.1% | $12,270-64.4% |