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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 | $29,560 | $96,678-69.4% | $86,640-65.9% | $139,466-78.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 6.32% | 106.69%-100.4pp | 592.52%-586.2pp | 373.66%-367.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,753 | $4,837+60.3% | $4,438+74.7% | $6,712+15.5% |
| Admin fee / account holder | $53,371 | $6,410+732.6% | $5,616+850.4% | $11,409+367.8% |