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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 | $22,638 | $180,749-87.5% | $160,784-85.9% | $137,256-83.5% |
| Participation rate | 41.2% | 80.0%-38.8pp | 77.0%-35.8pp | 80.0%-38.8pp |
| Annual return | 7.90% | 2234.46%-2226.6pp | 1803.92%-1796.0pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,394 | $6,844-65.0% | $6,293-62.0% | $6,407-62.6% |
| Admin fee / account holder | $39,776 | $10,397+282.6% | $9,717+309.3% | $12,270+224.2% |