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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 | $35,835 | $58,391-38.6% | $76,667-53.3% | $72,976-50.9% |
| Participation rate | 34.2% | 67.4%-33.2pp | 72.1%-37.9pp | 69.5%-35.3pp |
| Annual return | 15.04% | 2306.65%-2291.6pp | 1166.74%-1151.7pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,274 | $2,690-52.6% | $3,336-61.8% | $3,608-64.7% |
| Admin fee / account holder | $10,968 | $4,014+173.2% | $6,423+70.8% | $5,124+114.1% |