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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 | $13,624 | $57,330-76.2% | $86,656-84.3% | $75,177-81.9% |
| Participation rate | 14.3% | 63.2%-48.9pp | 71.7%-57.4pp | 67.2%-52.9pp |
| Annual return | 10.18% | 2675.40%-2665.2pp | 593.09%-582.9pp | 160.75%-150.6pp |
| Employer contribution / active EE | $223 | $2,316-90.4% | $3,025-92.6% | $2,671-91.6% |
| Participant deferral / active EE | $1,281 | $3,320-61.4% | $4,439-71.1% | $4,126-68.9% |
| Admin fee / account holder | $11,997 | $4,115+191.5% | $5,619+113.5% | $5,651+112.3% |