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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 | $12,573 | $102,595-87.7% | $94,057-86.6% | $154,746-91.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 9.48% | 583.42%-573.9pp | 480.62%-471.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,464 | $5,118+6.8% | $4,709+16.0% | $6,730-18.8% |
| Admin fee / account holder | $62,109 | $7,736+702.9% | $7,244+757.3% | $14,365+332.4% |