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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 | $42,582 | $90,530-53.0% | $76,030-44.0% | $145,897-70.8% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 4.94% | 625.08%-620.1pp | 361.54%-356.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $360 | $3,319-89.2% | $2,688-86.6% | $4,663-92.3% |
| Participant deferral / active EE | $4,600 | $5,164-10.9% | $4,257+8.1% | $6,689-31.2% |
| Admin fee / account holder | $100,727 | $8,383+1101.5% | $6,421+1468.8% | $13,390+652.2% |