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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 | $29,904 | $66,444-55.0% | $120,225-75.1% | $79,634-62.4% |
| Participation rate | 7.4% | 42.8%-35.4pp | 69.6%-62.2pp | 62.5%-55.1pp |
| Annual return | 12.81% | 53.37%-40.6pp | 439.23%-426.4pp | 36.46%-23.7pp |
| Employer contribution / active EE | $0 | $1,860-100.0% | $3,475-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $619 | $2,798-77.9% | $3,999-84.5% | $3,835-83.9% |
| Admin fee / account holder | $16,015 | $1,295+1136.3% | $5,696+181.1% | $1,002+1498.4% |