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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 | $28,236 | $88,702-68.2% | $81,780-65.5% | $145,978-80.7% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.4%-24.7pp | 80.3%-32.7pp |
| Annual return | 5.81% | 1029.12%-1023.3pp | 776.27%-770.5pp | 550.52%-544.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,222 | $4,645-30.6% | $4,321-25.4% | $6,690-51.8% |
| Admin fee / account holder | $22,878 | $8,414+171.9% | $7,384+209.8% | $13,400+70.7% |