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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 | $13,351 | $97,289-86.3% | $92,805-85.6% | $155,188-91.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 10.48% | 29.03%-18.6pp | 31.59%-21.1pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,726 | $8,795+124.3% | $8,448+133.5% | $6,531+202.0% |
| Admin fee / account holder | $8,484 | $12,015-29.4% | $10,911-22.2% | $14,480-41.4% |