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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 | $56,116-82.4% | $135,768-92.7% | $86,983-88.6% |
| Participation rate | 13.0% | 60.1%-47.2pp | 71.1%-58.1pp | 69.5%-56.6pp |
| Annual return | 9.74% | 125.33%-115.6pp | 526.10%-516.4pp | 25.83%-16.1pp |
| Employer contribution / active EE | $139 | $1,528-90.9% | $3,394-95.9% | $2,584-94.6% |
| Participant deferral / active EE | $817 | $2,690-69.6% | $3,977-79.5% | $4,194-80.5% |
| Admin fee / account holder | $20,622 | $4,314+378.1% | $7,048+192.6% | $7,856+162.5% |