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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 | $17,936 | $100,139-82.1% | $85,187-78.9% | $145,884-87.7% |
| Participation rate | 6.3% | 74.1%-67.8pp | 67.5%-61.3pp | 80.3%-74.1pp |
| Annual return | 6.29% | 84.15%-77.9pp | 66.67%-60.4pp | 551.85%-545.6pp |
| Employer contribution / active EE | $293 | $3,238-91.0% | $2,732-89.3% | $4,662-93.7% |
| Participant deferral / active EE | $927 | $5,296-82.5% | $4,525-79.5% | $6,690-86.1% |
| Admin fee / account holder | $88,924 | $7,262+1124.5% | $6,162+1343.1% | $13,392+564.0% |