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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 | $28,325 | $217,427-87.0% | $185,837-84.8% | $167,518-83.1% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 6.94% | 148.39%-141.5pp | 122.08%-115.1pp | 478.71%-471.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,873 | $6,357-23.4% | $5,568-12.5% | $6,342-23.2% |
| Admin fee / account holder | $17,341 | $19,816-12.5% | $16,241+6.8% | $12,312+40.8% |