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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 | $40,550 | $85,766-52.7% | $136,298-70.2% | $70,126-42.2% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 11.57% | 31.46%-19.9pp | 5156.27%-5144.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,573 | $5,051-49.1% | $6,247-58.8% | $3,332-22.8% |
| Admin fee / account holder | $10,498 | $5,421+93.7% | $9,244+13.6% | $4,645+126.0% |