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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 | $19,923 | $96,691-79.4% | $86,656-77.0% | $139,487-85.7% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 6.32% | 106.87%-100.5pp | 593.09%-586.8pp | 373.84%-367.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,303 | $4,838-11.1% | $4,439-3.1% | $6,713-35.9% |
| Admin fee / account holder | $15,809 | $6,414+146.5% | $5,619+181.4% | $11,407+38.6% |