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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 | $6,974 | $92,798-92.5% | $96,707-92.8% | $137,256-94.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 80.4%-40.4pp | 80.0%-40.0pp |
| Annual return | 11.23% | 31.24%-20.0pp | 34.78%-23.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $846 | $4,147-79.6% | $4,191-79.8% | $4,156-79.6% |
| Participant deferral / active EE | $4,159 | $5,877-29.2% | $5,997-30.6% | $6,407-35.1% |
| Admin fee / account holder | $12,511 | $7,946+57.5% | $7,503+66.7% | $12,270+2.0% |