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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 | $12,338 | $100,203-87.7% | $85,240-85.5% | $145,897-91.5% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 6.37% | 84.28%-77.9pp | 66.75%-60.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,281 | $5,299-75.8% | $4,527-71.7% | $6,689-80.9% |
| Admin fee / account holder | $14,456 | $7,265+99.0% | $6,165+134.5% | $13,390+8.0% |