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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 | $28,726 | $110,410-74.0% | $102,437-72.0% | $145,897-80.3% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 8.16% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,047 | $5,622-28.0% | $5,060-20.0% | $6,689-39.5% |
| Admin fee / account holder | $22,912 | $9,745+135.1% | $8,388+173.2% | $13,390+71.1% |