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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 | $10,067 | $88,754-88.7% | $81,820-87.7% | $145,877-93.1% |
| Participation rate | 13.0% | 75.1%-62.0pp | 72.4%-59.3pp | 80.3%-67.3pp |
| Annual return | 8.04% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $278 | $3,085-91.0% | $2,915-90.5% | $4,663-94.0% |
| Participant deferral / active EE | $729 | $4,648-84.3% | $4,323-83.1% | $6,691-89.1% |
| Admin fee / account holder | $3,212 | $8,424-61.9% | $7,391-56.5% | $13,402-76.0% |