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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 | $21,610 | $58,258-62.9% | $81,820-73.6% | $80,925-73.3% |
| Participation rate | 10.3% | 63.5%-53.1pp | 72.4%-62.0pp | 67.7%-57.3pp |
| Annual return | 5.50% | 41.76%-36.3pp | 777.93%-772.4pp | 35.65%-30.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,320 | $3,284-59.8% | $4,323-69.5% | $4,299-69.3% |
| Admin fee / account holder | $54,097 | $4,976+987.1% | $7,391+632.0% | $6,940+679.5% |