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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 | $13,201 | $103,038-87.2% | $90,324-85.4% | $152,909-91.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 9.77% | 95.25%-85.5pp | 78.15%-68.4pp | 345.46%-335.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,358 | $4,282-44.9% | $3,885-39.3% | $5,851-59.7% |
| Admin fee / account holder | $16,897 | $6,177+173.5% | $5,356+215.5% | $11,601+45.7% |