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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 | $28,610 | $72,446-60.5% | $67,561-57.7% | $145,877-80.4% |
| Participation rate | 4.5% | 76.9%-72.3pp | 72.9%-68.4pp | 80.3%-75.8pp |
| Annual return | 8.65% | 7211.98%-7203.3pp | 3525.44%-3516.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $90 | $3,072-97.1% | $2,735-96.7% | $4,663-98.1% |
| Participant deferral / active EE | $953 | $4,785-80.1% | $4,003-76.2% | $6,691-85.8% |
| Admin fee / account holder | $93,344 | $5,541+1584.6% | $4,006+2230.3% | $13,402+596.5% |