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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 | $18,385 | $48,337-62.0% | $67,560-72.8% | $80,959-77.3% |
| Participation rate | 16.1% | 66.4%-50.4pp | 72.9%-56.9pp | 67.7%-51.6pp |
| Annual return | 10.95% | 18.26%-7.3pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $17 | $2,023-99.2% | $2,737-99.4% | $2,757-99.4% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $327,811 | $3,695+8770.6% | $3,994+8107.7% | $6,925+4633.5% |