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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 | $33,126 | $76,407-56.6% | $150,298-78.0% | $82,448-59.8% |
| Participation rate | 6.7% | 66.4%-59.7pp | 77.8%-71.1pp | 68.1%-61.4pp |
| Annual return | 0.89% | 39.99%-39.1pp | 62.79%-61.9pp | 41.64%-40.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,023 | $3,214-68.2% | $5,453-81.2% | $4,139-75.3% |
| Admin fee / account holder | $94,097 | $6,352+1381.4% | $14,116+566.6% | $7,234+1200.7% |