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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 | $26,236 | $81,276-67.7% | $155,574-83.1% | $80,925-67.6% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.7%-28.2pp |
| Annual return | 9.02% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $53 | $3,103-98.3% | $4,676-98.9% | $2,756-98.1% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $61,674 | $7,993+671.6% | $15,914+287.5% | $6,940+788.7% |