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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 | $10,382 | $70,366-85.2% | $66,674-84.4% | $138,895-92.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 11.07% | 386.41%-375.3pp | 321.24%-310.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,820 | $4,374-58.4% | $4,084-55.4% | $6,396-71.5% |
| Admin fee / account holder | $9,514 | $5,262+80.8% | $5,098+86.6% | $12,562-24.3% |