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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 | $10,929 | $88,815-87.7% | $81,882-86.7% | $145,897-92.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.43% | 1033.75%-1025.3pp | 779.47%-771.0pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,412 | $4,647-69.6% | $4,323-67.3% | $6,689-78.9% |
| Admin fee / account holder | $360 | $8,434-95.7% | $7,360-95.1% | $13,390-97.3% |