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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 | $31,294 | $99,031-68.4% | $86,597-63.9% | $147,585-78.8% |
| Participation rate | 22.2% | 76.3%-54.1pp | 73.5%-51.3pp | 82.8%-60.6pp |
| Annual return | 8.06% | 1312.56%-1304.5pp | 964.96%-956.9pp | 578.57%-570.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $719 | $3,972-81.9% | $3,609-80.1% | $5,439-86.8% |
| Admin fee / account holder | $17,216 | $5,711+201.5% | $4,906+250.9% | $10,885+58.2% |