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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 | $11,217 | $96,678-88.4% | $86,640-87.1% | $139,466-92.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 0.27% | 106.69%-106.4pp | 592.52%-592.2pp | 373.66%-373.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,400 | $4,837-50.4% | $4,438-45.9% | $6,712-64.2% |
| Admin fee / account holder | $1,295 | $6,410-79.8% | $5,616-76.9% | $11,409-88.6% |