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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 | $8,685 | $149,040-94.2% | $120,225-92.8% | $137,256-93.7% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 4.96% | 605.68%-600.7pp | 439.23%-434.3pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,841 | $4,655-60.4% | $3,999-54.0% | $6,407-71.3% |
| Admin fee / account holder | $2,377 | $6,348-62.6% | $5,696-58.3% | $12,270-80.6% |