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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 | $11,330 | $48,327-76.6% | $67,575-83.2% | $80,935-86.0% |
| Participation rate | 9.4% | 66.4%-57.0pp | 72.9%-63.5pp | 67.7%-58.3pp |
| Annual return | 8.41% | 18.31%-9.9pp | 3528.98%-3520.6pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $895 | $2,927-69.4% | $4,003-77.6% | $4,299-79.2% |
| Admin fee / account holder | $3,654 | $3,692-1.0% | $3,993-8.5% | $6,924-47.2% |