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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 | $25,637 | $148,558-82.7% | $135,925-81.1% | $139,427-81.6% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 0.41% | 79.22%-78.8pp | 68.25%-67.8pp | 373.27%-372.9pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $29,731 | $8,101+267.0% | $7,759+283.2% | $6,711+343.0% |
| Admin fee / account holder | $104,060 | $12,401+739.1% | $10,764+866.8% | $11,404+812.5% |