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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 | $26,824 | $114,130-76.5% | $96,192-72.1% | $167,553-84.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 6.65% | 190.07%-183.4pp | 192.09%-185.4pp | 478.89%-472.2pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,720 | $5,198-66.9% | $4,351-60.5% | $6,343-72.9% |
| Admin fee / account holder | $354 | $6,901-94.9% | $5,539-93.6% | $12,316-97.1% |