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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 | $100,203-88.7% | $85,240-86.7% | $145,897-92.3% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 7.30% | 84.28%-77.0pp | 66.75%-59.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,237 | $5,299-76.7% | $4,527-72.7% | $6,689-81.5% |
| Admin fee / account holder | $9,129 | $7,265+25.7% | $6,165+48.1% | $13,390-31.8% |