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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 | $88,754-87.7% | $81,820-86.6% | $145,877-92.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.43% | 1031.77%-1023.3pp | 777.93%-769.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,412 | $4,648-69.6% | $4,323-67.3% | $6,691-78.9% |
| Admin fee / account holder | $360 | $8,424-95.7% | $7,391-95.1% | $13,402-97.3% |