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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 | $28,667 | $69,248-58.6% | $64,101-55.3% | $139,466-79.4% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 8.41% | 45.95%-37.5pp | 33.72%-25.3pp | 373.66%-365.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,942 | $4,682-58.5% | $3,881-50.0% | $6,712-71.1% |
| Admin fee / account holder | $22,674 | $4,247+433.8% | $3,070+638.5% | $11,409+98.7% |