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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 | $7,156 | $88,815-91.9% | $81,882-91.3% | $145,897-95.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.55% | 1033.75%-1029.2pp | 779.47%-774.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $230 | $3,086-92.6% | $2,916-92.1% | $4,663-95.1% |
| Participant deferral / active EE | $863 | $4,647-81.4% | $4,323-80.0% | $6,689-87.1% |
| Admin fee / account holder | $1,713 | $8,434-79.7% | $7,360-76.7% | $13,390-87.2% |