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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 | $14,756 | $211,239-93.0% | $178,528-91.7% | $145,877-89.9% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 2.56% | 30.22%-27.7pp | 27.11%-24.5pp | 551.28%-548.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,648 | $6,963-33.2% | $6,278-26.0% | $6,691-30.5% |
| Admin fee / account holder | $2,300 | $12,095-81.0% | $10,419-77.9% | $13,402-82.8% |