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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 | $4,806 | $88,815-94.6% | $81,882-94.1% | $145,897-96.7% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 3.19% | 1033.75%-1030.6pp | 779.47%-776.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $219 | $3,086-92.9% | $2,916-92.5% | $4,663-95.3% |
| Participant deferral / active EE | $1,496 | $4,647-67.8% | $4,323-65.4% | $6,689-77.6% |
| Admin fee / account holder | $2,555 | $8,434-69.7% | $7,360-65.3% | $13,390-80.9% |