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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 | $20,364 | $63,346-67.9% | $92,240-77.9% | $70,126-71.0% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 8.61% | 530.19%-521.6pp | 176.29%-167.7pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,497 | $2,854-12.5% | $3,897-35.9% | $3,332-25.0% |
| Admin fee / account holder | $5,200 | $3,841+35.4% | $5,194+0.1% | $4,645+11.9% |