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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 | $5,869 | $101,618-94.2% | $93,063-93.7% | $137,256-95.7% |
| Participation rate | 18.2% | 74.9%-56.8pp | 72.1%-53.9pp | 80.0%-61.8pp |
| Annual return | 9.80% | 223.95%-214.1pp | 34.15%-24.4pp | 220.34%-210.5pp |
| Employer contribution / active EE | -$0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,364 | $4,279-68.1% | $3,958-65.5% | $6,407-78.7% |
| Admin fee / account holder | $116,805 | $6,198+1784.4% | $6,033+1836.0% | $12,270+851.9% |