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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 | $11,547 | $57,330-79.9% | $86,656-86.7% | $75,177-84.6% |
| Participation rate | 34.6% | 63.2%-28.6pp | 71.7%-37.1pp | 67.2%-32.6pp |
| Annual return | 9.46% | 2675.40%-2665.9pp | 593.09%-583.6pp | 160.75%-151.3pp |
| Employer contribution / active EE | $273 | $2,316-88.2% | $3,025-91.0% | $2,671-89.8% |
| Participant deferral / active EE | $1,443 | $3,320-56.5% | $4,439-67.5% | $4,126-65.0% |
| Admin fee / account holder | $4,031 | $4,115-2.0% | $5,619-28.3% | $5,651-28.7% |