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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 | $69,755 | $74,661-6.6% | $160,784-56.6% | $67,986+2.6% |
| Participation rate | 26.7% | 57.1%-30.5pp | 77.0%-50.3pp | 57.2%-30.5pp |
| Annual return | 13.83% | 28.83%-15.0pp | 1803.92%-1790.1pp | 31.67%-17.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,640 | $3,681-55.4% | $6,293-73.9% | $3,358-51.1% |
| Admin fee / account holder | $16,426 | $3,959+314.9% | $9,717+69.0% | $3,203+412.8% |