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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 | $9,803 | $88,778-89.0% | $81,844-88.0% | $145,884-93.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 9.28% | 1033.03%-1023.7pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,546 | $4,648-23.7% | $4,323-18.0% | $6,690-47.0% |
| Admin fee / account holder | $1,732 | $8,430-79.5% | $7,355-76.5% | $13,392-87.1% |