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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 | $208,088-89.1% | $186,193-87.8% | $154,746-85.4% |
| Participation rate | 41.2% | 80.0%-38.8pp | 77.1%-35.9pp | 80.7%-39.5pp |
| Annual return | 7.90% | 89.97%-82.1pp | 78.03%-70.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,394 | $7,078-66.2% | $6,513-63.2% | $6,730-64.4% |
| Admin fee / account holder | $39,776 | $11,698+240.0% | $11,058+259.7% | $14,365+176.9% |