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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 | $11,897 | $81,749-85.4% | $58,544-79.7% | $139,456-91.5% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 4.70% | 7425.45%-7420.7pp | 4249.56%-4244.9pp | 373.45%-368.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $386 | $2,555-84.9% | $1,923-79.9% | $6,711-94.2% |
| Admin fee / account holder | $13,266 | $3,272+305.4% | $2,520+426.5% | $11,407+16.3% |