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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 | $16,999 | $72,071-76.4% | $68,368-75.1% | $137,256-87.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 5.86% | 353.14%-347.3pp | 292.57%-286.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $277 | $2,788-90.1% | $2,649-89.5% | $4,156-93.3% |
| Participant deferral / active EE | $1,408 | $4,410-68.1% | $4,123-65.8% | $6,407-78.0% |
| Admin fee / account holder | $20,632 | $5,336+286.7% | $5,150+300.6% | $12,270+68.1% |