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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 | $99,995-88.7% | $85,063-86.7% | $145,978-92.3% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 7.30% | 83.99%-76.7pp | 66.54%-59.2pp | 550.52%-543.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,237 | $5,295-76.6% | $4,523-72.7% | $6,690-81.5% |
| Admin fee / account holder | $9,129 | $7,255+25.8% | $6,155+48.3% | $13,400-31.9% |