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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 | $13,008 | $72,071-82.0% | $68,368-81.0% | $137,256-90.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.83% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,960 | $4,410+12.5% | $4,123+20.3% | $6,407-22.6% |
| Admin fee / account holder | $3,979 | $5,336-25.4% | $5,150-22.7% | $12,270-67.6% |