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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 | $17,517 | $72,446-75.8% | $67,561-74.1% | $145,877-88.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.92% | 7211.98%-7203.1pp | 3525.44%-3516.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,372 | $4,785-71.3% | $4,003-65.7% | $6,691-79.5% |
| Admin fee / account holder | $20,413 | $5,541+268.4% | $4,006+409.6% | $13,402+52.3% |