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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 | $12,192 | $88,815-86.3% | $81,882-85.1% | $145,897-91.6% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 9.08% | 1033.75%-1024.7pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,230 | $4,647-73.5% | $4,323-71.5% | $6,689-81.6% |
| Admin fee / account holder | $18,980 | $8,434+125.0% | $7,360+157.9% | $13,390+41.7% |