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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 | $11,906 | $88,710-86.6% | $81,783-85.4% | $145,959-91.8% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.4%-49.6pp | 80.3%-57.6pp |
| Annual return | 5.92% | 1027.26%-1021.3pp | 775.05%-769.1pp | 561.95%-556.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,903 | $4,645-59.0% | $4,320-55.9% | $6,689-71.5% |
| Admin fee / account holder | $1,184 | $8,407-85.9% | $7,380-84.0% | $13,398-91.2% |