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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 | $20,804 | $150,435-86.2% | $120,580-82.7% | $145,897-85.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 6.23% | 154.60%-148.4pp | 107.48%-101.2pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,291 | $6,174-62.9% | $4,995-54.1% | $6,689-65.8% |
| Admin fee / account holder | $26,080 | $12,182+114.1% | $9,418+176.9% | $13,390+94.8% |