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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 | $44,608 | $100,060-55.4% | $149,721-70.2% | $70,126-36.4% |
| Participation rate | 47.1% | 83.6%-36.5pp | 87.1%-40.0pp | 69.5%-22.5pp |
| Annual return | 10.52% | 27.46%-16.9pp | 1501.67%-1491.2pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,811 | $4,982-3.4% | $6,568-26.7% | $3,332+44.4% |
| Admin fee / account holder | $31,286 | $8,285+277.6% | $11,282+177.3% | $4,645+573.5% |