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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 | $6,130 | $68,097-91.0% | $62,929-90.3% | $137,256-95.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 8.89% | 1859.11%-1850.2pp | 1063.93%-1055.0pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,272 | $4,553-50.1% | $3,888-41.6% | $6,407-64.5% |
| Admin fee / account holder | $2,845 | $6,521-56.4% | $5,065-43.8% | $12,270-76.8% |