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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 | $7,314 | $102,595-92.9% | $94,057-92.2% | $154,746-95.3% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 80.7%-12.3pp |
| Annual return | 4.63% | 583.42%-578.8pp | 480.62%-476.0pp | 172.34%-167.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,442 | $5,118-32.8% | $4,709-26.9% | $6,730-48.9% |
| Admin fee / account holder | $1,504 | $7,736-80.6% | $7,244-79.2% | $14,365-89.5% |