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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 | $24,845 | $88,778-72.0% | $81,844-69.6% | $145,884-83.0% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 8.50% | 1033.03%-1024.5pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,135 | $4,648-54.1% | $4,323-50.6% | $6,690-68.1% |
| Admin fee / account holder | $388 | $8,430-95.4% | $7,355-94.7% | $13,392-97.1% |