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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 | $31,006 | $76,368-59.4% | $67,681-54.2% | $154,746-80.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 7.23% | 1066.77%-1059.5pp | 590.58%-583.4pp | 172.34%-165.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,051 | $4,824-78.2% | $3,976-73.6% | $6,730-84.4% |
| Admin fee / account holder | $32,800 | $8,559+283.2% | $6,100+437.7% | $14,365+128.3% |