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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 | $11,306 | $100,073-88.7% | $85,126-86.7% | $145,877-92.2% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 7.30% | 84.11%-76.8pp | 66.63%-59.3pp | 551.28%-544.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,237 | $5,294-76.6% | $4,523-72.7% | $6,691-81.5% |
| Admin fee / account holder | $9,129 | $7,261+25.7% | $6,160+48.2% | $13,402-31.9% |