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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 | $16,533 | $111,785-85.2% | $93,669-82.3% | $145,877-88.7% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 4.12% | 203.79%-199.7pp | 133.59%-129.5pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,007 | $4,919+1.8% | $4,416+13.4% | $6,691-25.2% |
| Admin fee / account holder | $3,001 | $10,256-70.7% | $8,291-63.8% | $13,402-77.6% |