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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 | $17,932 | $84,741-78.8% | $75,731-76.3% | $167,553-89.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 6.80% | 199.72%-192.9pp | 104.65%-97.8pp | 478.89%-472.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,166 | $4,577-9.0% | $3,820+9.0% | $6,343-34.3% |
| Admin fee / account holder | $47,623 | $5,361+788.4% | $3,620+1215.6% | $12,316+286.7% |