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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 | $11,266 | $72,071-84.4% | $68,368-83.5% | $137,256-91.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.30% | 353.14%-344.8pp | 292.57%-284.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,270 | $4,410-71.2% | $4,123-69.2% | $6,407-80.2% |
| Admin fee / account holder | $12,186 | $5,336+128.4% | $5,150+136.6% | $12,270-0.7% |