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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 | $13,887 | $105,145-86.8% | $94,664-85.3% | $139,466-90.0% |
| Participation rate | 63.6% | 82.4%-18.7pp | 80.8%-17.2pp | 80.3%-16.7pp |
| Annual return | 6.43% | 38.09%-31.7pp | 156.84%-150.4pp | 373.66%-367.2pp |
| Employer contribution / active EE | $400 | $4,107-90.3% | $3,673-89.1% | $4,754-91.6% |
| Participant deferral / active EE | $7,367 | $7,599-3.0% | $7,417-0.7% | $6,712+9.8% |
| Admin fee / account holder | $26,205 | $8,972+192.1% | $7,222+262.9% | $11,409+129.7% |