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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 | $53,081 | $99,995-46.9% | $85,063-37.6% | $145,978-63.6% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 0.74% | 83.99%-83.3pp | 66.54%-65.8pp | 550.52%-549.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $74,000 | $5,295+1297.5% | $4,523+1536.2% | $6,690+1006.2% |
| Admin fee / account holder | $214,500 | $7,255+2856.6% | $6,155+3384.9% | $13,400+1500.7% |