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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 | $7,991 | $97,125-91.8% | $86,233-90.7% | $137,256-94.2% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 5.71% | 74.19%-68.5pp | 61.39%-55.7pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,321 | $5,180-74.5% | $4,559-71.0% | $6,407-79.4% |
| Admin fee / account holder | $1,766 | $9,725-81.8% | $8,342-78.8% | $12,270-85.6% |