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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 | $30,508 | $160,028-80.9% | $147,080-79.3% | $145,884-79.1% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 3.22% | 98.60%-95.4pp | 420.17%-416.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $440 | $5,286-91.7% | $4,933-91.1% | $4,662-90.6% |
| Participant deferral / active EE | $5,083 | $8,422-39.6% | $8,066-37.0% | $6,690-24.0% |
| Admin fee / account holder | $38,065 | $15,030+153.3% | $12,989+193.1% | $13,392+184.2% |