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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 | $100,073-87.7% | $85,126-85.5% | $145,877-91.5% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 6.37% | 84.11%-77.7pp | 66.63%-60.3pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,281 | $5,294-75.8% | $4,523-71.7% | $6,691-80.9% |
| Admin fee / account holder | $14,456 | $7,261+99.1% | $6,160+134.7% | $13,402+7.9% |