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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 | $11,460 | $100,279-88.6% | $81,353-85.9% | $145,884-92.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -10.25% | 34.49%-44.7pp | 24.82%-35.1pp | 551.85%-562.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,960 | $4,611+29.2% | $3,885+53.4% | $6,690-10.9% |
| Admin fee / account holder | $40,201 | $8,206+389.9% | $5,766+597.2% | $13,392+200.2% |