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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 | $32,938 | $99,011-66.7% | $86,582-62.0% | $147,586-77.7% |
| Participation rate | 23.1% | 76.3%-53.3pp | 73.5%-50.5pp | 82.8%-59.8pp |
| Annual return | 7.67% | 1312.75%-1305.1pp | 965.08%-957.4pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $553 | $3,972-86.1% | $3,609-84.7% | $5,439-89.8% |
| Admin fee / account holder | $35,513 | $5,709+522.1% | $4,904+624.1% | $10,886+226.2% |