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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 | $78,831 | $78,690+0.2% | $161,489-51.2% | $87,485-9.9% |
| Participation rate | 27.6% | 67.5%-39.9pp | 78.7%-51.1pp | 68.9%-41.3pp |
| Annual return | 3.16% | 32.74%-29.6pp | 89.72%-86.6pp | 26.06%-22.9pp |
| Employer contribution / active EE | $41 | $2,588-98.4% | $4,268-99.0% | $2,596-98.4% |
| Participant deferral / active EE | $2,023 | $3,311-38.9% | $5,630-64.1% | $4,274-52.7% |
| Admin fee / account holder | $194,263 | $6,724+2789.3% | $16,006+1113.7% | $7,775+2398.6% |