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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 | $18,551 | $115,810-84.0% | $101,271-81.7% | $158,966-88.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 4.24% | 56.15%-51.9pp | 46.48%-42.2pp | 302.95%-298.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,650 | $4,958-66.7% | $4,371-62.2% | $5,983-72.4% |
| Admin fee / account holder | $1,865 | $7,248-74.3% | $5,948-68.6% | $11,250-83.4% |