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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 | $11,932 | $96,388-87.6% | $80,627-85.2% | $139,466-91.4% |
| Participation rate | 61.1% | 73.6%-12.5pp | 67.0%-5.9pp | 80.3%-19.2pp |
| Annual return | 10.31% | 1352.08%-1341.8pp | 936.76%-926.4pp | 373.66%-363.3pp |
| Employer contribution / active EE | $226 | $3,260-93.1% | $2,723-91.7% | $4,754-95.2% |
| Participant deferral / active EE | $1,623 | $5,224-68.9% | $4,443-63.5% | $6,712-75.8% |
| Admin fee / account holder | $5,559 | $6,603-15.8% | $5,381+3.3% | $11,409-51.3% |