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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 | $34,413 | $75,183-54.2% | $123,894-72.2% | $55,167-37.6% |
| Participation rate | 16.7% | 72.8%-56.2pp | 81.4%-64.7pp | 69.0%-52.3pp |
| Annual return | 5.27% | 19.01%-13.7pp | 47.52%-42.2pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,683 | $5,084-47.2% | $5,984-55.2% | $3,054-12.2% |
| Admin fee / account holder | $20,967 | $663+3064.7% | $8,357+150.9% | $504+4060.9% |