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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 | $51,697 | $85,171-39.3% | $172,753-70.1% | $72,976-29.2% |
| Participation rate | 16.7% | 70.1%-53.4pp | 82.6%-66.0pp | 69.5%-52.8pp |
| Annual return | 6.17% | 27.32%-21.1pp | 803.00%-796.8pp | 81.02%-74.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,460 | $3,260-55.2% | $5,198-71.9% | $3,608-59.5% |
| Admin fee / account holder | $22,077 | $5,880+275.4% | $13,956+58.2% | $5,124+330.8% |