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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 | $17,400 | $99,011-82.4% | $86,582-79.9% | $147,586-88.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 6.67% | 1312.75%-1306.1pp | 965.08%-958.4pp | 578.59%-571.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,467 | $3,972-12.7% | $3,609-3.9% | $5,439-36.3% |
| Admin fee / account holder | $36,995 | $5,709+548.0% | $4,904+654.4% | $10,886+239.8% |