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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 | $16,606 | $115,814-85.7% | $101,275-83.6% | $158,982-89.6% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 7.37% | 56.16%-48.8pp | 46.48%-39.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $433 | $4,176-89.6% | $3,660-88.2% | $4,763-90.9% |
| Participant deferral / active EE | $1,373 | $4,958-72.3% | $4,371-68.6% | $5,983-77.1% |
| Admin fee / account holder | $3,948 | $7,249-45.5% | $5,948-33.6% | $11,252-64.9% |