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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 | $7,106 | $70,366-89.9% | $66,674-89.3% | $138,895-94.9% |
| Participation rate | 21.1% | 76.2%-55.1pp | 73.7%-52.6pp | 79.9%-58.9pp |
| Annual return | 12.16% | 386.41%-374.2pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $305 | $2,765-89.0% | $2,620-88.3% | $4,194-92.7% |
| Participant deferral / active EE | $828 | $4,374-81.1% | $4,084-79.7% | $6,396-87.1% |
| Admin fee / account holder | $4,852 | $5,262-7.8% | $5,098-4.8% | $12,562-61.4% |