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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 | $22,353 | $88,778-74.8% | $81,844-72.7% | $145,884-84.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 6.67% | 1033.03%-1026.4pp | 778.87%-772.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $255 | $3,087-91.8% | $2,916-91.3% | $4,662-94.5% |
| Participant deferral / active EE | $796 | $4,648-82.9% | $4,323-81.6% | $6,690-88.1% |
| Admin fee / account holder | $72,220 | $8,430+756.7% | $7,355+881.8% | $13,392+439.3% |