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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 | $14,745 | $99,011-85.1% | $86,582-83.0% | $147,586-90.0% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 7.86% | 1312.75%-1304.9pp | 965.08%-957.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,043 | $3,972+26.9% | $3,609+39.7% | $5,439-7.3% |
| Admin fee / account holder | $27,666 | $5,709+384.6% | $4,904+464.1% | $10,886+154.1% |