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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 | $21,757 | $172,111-87.4% | $150,298-85.5% | $137,256-84.1% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 6.66% | 69.37%-62.7pp | 62.79%-56.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,241 | $6,166-63.7% | $5,453-58.9% | $6,407-65.0% |
| Admin fee / account holder | $2,045 | $16,471-87.6% | $14,116-85.5% | $12,270-83.3% |