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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 | $9,182 | $70,366-87.0% | $66,674-86.2% | $138,895-93.4% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.7%-42.9pp | 79.9%-49.1pp |
| Annual return | 6.59% | 386.41%-379.8pp | 321.24%-314.6pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $929 | $4,374-78.8% | $4,084-77.3% | $6,396-85.5% |
| Admin fee / account holder | $6,836 | $5,262+29.9% | $5,098+34.1% | $12,562-45.6% |