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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 | $13,479 | $104,664-87.1% | $85,693-84.3% | $167,518-92.0% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 5.59% | 21.45%-15.9pp | 21.49%-15.9pp | 478.71%-473.1pp |
| Employer contribution / active EE | $454 | $3,337-86.4% | $2,618-82.7% | $4,838-90.6% |
| Participant deferral / active EE | $2,458 | $4,824-49.0% | $3,923-37.3% | $6,342-61.2% |
| Admin fee / account holder | $14,482 | $10,032+44.4% | $6,874+110.7% | $12,312+17.6% |