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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 | $10,307 | $110,278-90.7% | $95,740-89.2% | $139,466-92.6% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 7.79% | 27.19%-19.4pp | 28.41%-20.6pp | 373.66%-365.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $916 | $4,674-80.4% | $4,244-78.4% | $6,712-86.4% |
| Admin fee / account holder | $372 | $6,613-94.4% | $5,676-93.4% | $11,409-96.7% |