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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 | $32,338 | $165,381-80.4% | $149,730-78.4% | $158,966-79.7% |
| Participation rate | 10.0% | 84.6%-74.6pp | 82.5%-72.5pp | 82.0%-72.0pp |
| Annual return | 1.93% | 348.29%-346.4pp | 276.70%-274.8pp | 302.95%-301.0pp |
| Employer contribution / active EE | $758 | $5,104-85.1% | $4,645-83.7% | $4,762-84.1% |
| Participant deferral / active EE | $2,733 | $7,182-61.9% | $6,843-60.1% | $5,983-54.3% |
| Admin fee / account holder | $226,991 | $10,809+1999.9% | $9,310+2338.0% | $11,250+1917.7% |