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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 | $34,357 | $169,336-79.7% | $129,384-73.4% | $145,884-76.4% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.6%-46.6pp | 80.3%-57.2pp |
| Annual return | 6.04% | 14408.70%-14402.7pp | 9461.77%-9455.7pp | 551.85%-545.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,070 | $4,985-38.4% | $4,166-26.3% | $6,690-54.1% |
| Admin fee / account holder | $34,277 | $9,912+245.8% | $7,686+346.0% | $13,392+156.0% |