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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 | $150,412-86.2% | $120,574-82.7% | $145,884-85.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 6.23% | 154.50%-148.3pp | 107.42%-101.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,291 | $6,175-62.9% | $4,996-54.1% | $6,690-65.8% |
| Admin fee / account holder | $26,080 | $12,224+113.4% | $9,445+176.1% | $13,392+94.7% |