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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 | $6,486 | $99,053-93.5% | $88,179-92.6% | $138,895-95.3% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.1%-39.1pp | 79.9%-49.9pp |
| Annual return | 5.61% | 78.17%-72.6pp | 64.97%-59.4pp | 145.39%-139.8pp |
| Employer contribution / active EE | $108 | $2,882-96.2% | $2,549-95.7% | $4,194-97.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,167 | $8,748-86.7% | $7,673-84.8% | $12,562-90.7% |