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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 | $16,343 | $72,071-77.3% | $68,368-76.1% | $137,256-88.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 4.72% | 353.14%-348.4pp | 292.57%-287.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $674 | $4,410-84.7% | $4,123-83.6% | $6,407-89.5% |
| Admin fee / account holder | $616 | $5,336-88.5% | $5,150-88.0% | $12,270-95.0% |