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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 | $21,168 | $105,145-79.9% | $94,664-77.6% | $139,466-84.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 8.51% | 38.09%-29.6pp | 156.84%-148.3pp | 373.66%-365.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,624 | $7,599+13.5% | $7,417+16.3% | $6,712+28.5% |
| Admin fee / account holder | $3,793 | $8,972-57.7% | $7,222-47.5% | $11,409-66.8% |