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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 | $39,625 | $80,812-51.0% | $160,784-75.4% | $82,448-51.9% |
| Participation rate | 41.9% | 66.2%-24.4pp | 77.0%-35.1pp | 68.1%-26.2pp |
| Annual return | 10.59% | 100.59%-90.0pp | 1803.92%-1793.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,549 | $4,335-41.2% | $6,293-59.5% | $4,139-38.4% |
| Admin fee / account holder | $14,872 | $7,695+93.3% | $9,717+53.1% | $7,234+105.6% |