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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 | $11,747 | $102,595-88.6% | $94,057-87.5% | $154,746-92.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 4.18% | 583.42%-579.2pp | 480.62%-476.4pp | 172.34%-168.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,010 | $5,118-41.2% | $4,709-36.1% | $6,730-55.3% |
| Admin fee / account holder | $547,532 | $7,736+6977.8% | $7,244+7457.9% | $14,365+3711.5% |