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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 | $33,651 | $210,698-84.0% | $178,014-81.1% | $145,959-76.9% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 3.56% | 386.27%-382.7pp | 294.80%-291.2pp | 561.95%-558.4pp |
| Employer contribution / active EE | $267 | $4,567-94.1% | $3,950-93.2% | $4,661-94.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,347 | $12,016+177.5% | $10,362+221.8% | $13,398+148.9% |