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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 | $9,877 | $99,053-90.0% | $88,179-88.8% | $138,895-92.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.1%+0.1pp | 79.9%-10.7pp |
| Annual return | 5.98% | 78.17%-72.2pp | 64.97%-59.0pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,041 | $5,225-41.8% | $4,614-34.1% | $6,396-52.5% |
| Admin fee / account holder | $1,175 | $8,748-86.6% | $7,673-84.7% | $12,562-90.6% |