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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 | $26,004 | $58,311-55.4% | $81,882-68.2% | $80,959-67.9% |
| Participation rate | 21.2% | 63.5%-42.3pp | 72.4%-51.2pp | 67.7%-46.5pp |
| Annual return | 5.43% | 41.85%-36.4pp | 779.47%-774.0pp | 35.67%-30.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $862 | $3,287-73.8% | $4,323-80.1% | $4,300-80.0% |
| Admin fee / account holder | $34,975 | $4,752+636.0% | $7,360+375.2% | $6,925+405.0% |