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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 | $32,865 | $96,678-66.0% | $86,640-62.1% | $139,466-76.4% |
| Participation rate | 30.8% | 74.4%-43.6pp | 71.7%-40.9pp | 80.3%-49.6pp |
| Annual return | 7.28% | 106.69%-99.4pp | 592.52%-585.2pp | 373.66%-366.4pp |
| Employer contribution / active EE | $239 | $3,265-92.7% | $3,024-92.1% | $4,754-95.0% |
| Participant deferral / active EE | $1,722 | $4,837-64.4% | $4,438-61.2% | $6,712-74.3% |
| Admin fee / account holder | $86,430 | $6,410+1248.4% | $5,616+1439.1% | $11,409+657.6% |