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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 | $36,000 | $103,038-65.1% | $90,324-60.1% | $152,909-76.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 8.39% | 95.25%-86.9pp | 78.15%-69.8pp | 345.46%-337.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,552 | $4,282-63.7% | $3,885-60.0% | $5,851-73.5% |
| Admin fee / account holder | $1,800 | $6,177-70.9% | $5,356-66.4% | $11,601-84.5% |