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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 | $30,484 | $85,766-64.5% | $136,298-77.6% | $70,126-56.5% |
| Participation rate | 16.7% | 74.2%-57.5pp | 81.9%-65.3pp | 69.5%-52.9pp |
| Annual return | 8.68% | 31.46%-22.8pp | 5156.27%-5147.6pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,373 | $5,051-53.0% | $6,247-62.0% | $3,332-28.8% |
| Admin fee / account holder | $15,206 | $5,421+180.5% | $9,244+64.5% | $4,645+227.3% |