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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 | $12,120 | $72,446-83.3% | $67,561-82.1% | $145,877-91.7% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 8.23% | 7211.98%-7203.8pp | 3525.44%-3517.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,303 | $4,785-31.0% | $4,003-17.5% | $6,691-50.6% |
| Admin fee / account holder | $1,460 | $5,541-73.6% | $4,006-63.5% | $13,402-89.1% |