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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 | $11,369 | $88,702-87.2% | $81,780-86.1% | $145,978-92.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.29% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | -$2,198 | $3,084-171.3% | $2,914-175.4% | $4,662-147.2% |
| Participant deferral / active EE | $4,669 | $4,645+0.5% | $4,321+8.1% | $6,690-30.2% |
| Admin fee / account holder | $6,136 | $8,414-27.1% | $7,384-16.9% | $13,400-54.2% |