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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 | $8,473 | $72,071-88.2% | $68,368-87.6% | $137,256-93.8% |
| Participation rate | 6.7% | 76.2%-69.6pp | 73.8%-67.1pp | 80.0%-73.3pp |
| Annual return | 9.00% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,032 | $4,410-76.6% | $4,123-75.0% | $6,407-83.9% |
| Admin fee / account holder | $23,132 | $5,336+333.5% | $5,150+349.2% | $12,270+88.5% |