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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 | $20,265 | $183,592-89.0% | $155,574-87.0% | $145,877-86.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 2.93% | 61.37%-58.4pp | 64.87%-61.9pp | 551.28%-548.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,668 | $6,466-58.7% | $5,629-52.6% | $6,691-60.1% |
| Admin fee / account holder | $3,407 | $19,316-82.4% | $15,914-78.6% | $13,402-74.6% |