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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 | $8,066 | $70,366-88.5% | $66,674-87.9% | $138,895-94.2% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 11.38% | 386.41%-375.0pp | 321.24%-309.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $348 | $2,765-87.4% | $2,620-86.7% | $4,194-91.7% |
| Participant deferral / active EE | $917 | $4,374-79.0% | $4,084-77.6% | $6,396-85.7% |
| Admin fee / account holder | $426 | $5,262-91.9% | $5,098-91.6% | $12,562-96.6% |