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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 | $27,914 | $90,614-69.2% | $76,089-63.3% | $145,877-80.9% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.1%-50.9pp | 80.3%-62.1pp |
| Annual return | 7.71% | 623.80%-616.1pp | 360.94%-353.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,386 | $5,168-53.8% | $4,259-44.0% | $6,691-64.3% |
| Admin fee / account holder | $28,268 | $8,376+237.5% | $6,418+340.5% | $13,402+110.9% |