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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 | $9,890 | $52,353-81.1% | $120,225-91.8% | $82,448-88.0% |
| Participation rate | 13.0% | 58.3%-45.4pp | 69.6%-56.6pp | 68.1%-55.1pp |
| Annual return | 9.74% | 61.85%-52.1pp | 439.23%-429.5pp | 41.64%-31.9pp |
| Employer contribution / active EE | $139 | $1,510-90.8% | $3,475-96.0% | $2,551-94.5% |
| Participant deferral / active EE | $817 | $2,627-68.9% | $3,999-79.6% | $4,139-80.3% |
| Admin fee / account holder | $20,622 | $4,363+372.7% | $5,696+262.0% | $7,234+185.1% |