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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 | $14,759 | $102,595-85.6% | $94,057-84.3% | $154,746-90.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 9.81% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,594 | $5,118-29.8% | $4,709-23.7% | $6,730-46.6% |
| Admin fee / account holder | $3,752 | $7,736-51.5% | $7,244-48.2% | $14,365-73.9% |