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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 | $17,737 | $99,011-82.1% | $86,582-79.5% | $147,586-88.0% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 2.99% | 1312.75%-1309.8pp | 965.08%-962.1pp | 578.59%-575.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $558 | $3,972-86.0% | $3,609-84.5% | $5,439-89.7% |
| Admin fee / account holder | $516 | $5,709-91.0% | $4,904-89.5% | $10,886-95.3% |