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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 | $90,489-69.2% | $76,051-63.3% | $145,978-80.9% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.1%-50.9pp | 80.3%-62.1pp |
| Annual return | 7.71% | 622.78%-615.1pp | 360.42%-352.7pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,386 | $5,164-53.8% | $4,257-43.9% | $6,690-64.3% |
| Admin fee / account holder | $28,268 | $8,374+237.6% | $6,416+340.6% | $13,400+110.9% |