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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 | $96,880 | $122,063-20.6% | $184,256-47.4% | $74,478+30.1% |
| Participation rate | 33.1% | 85.5%-52.4pp | 86.8%-53.8pp | 67.2%-34.2pp |
| Annual return | 10.95% | 19.92%-9.0pp | 28.85%-17.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,122 | $7,144-42.3% | $9,133-54.9% | $4,350-5.3% |
| Admin fee / account holder | $33,716 | $1,253+2591.4% | $13,899+142.6% | $1,946+1632.7% |