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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 | $10,767 | $88,815-87.9% | $81,882-86.9% | $145,897-92.6% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 6.53% | 1033.75%-1027.2pp | 779.47%-772.9pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,830 | $4,647-60.6% | $4,323-57.7% | $6,689-72.6% |
| Admin fee / account holder | $6,965 | $8,434-17.4% | $7,360-5.4% | $13,390-48.0% |