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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 | $38,142 | $59,448-35.8% | $93,696-59.3% | $74,459-48.8% |
| Participation rate | 40.3% | 59.6%-19.4pp | 68.7%-28.5pp | 67.2%-27.0pp |
| Annual return | 6.66% | 82.11%-75.4pp | 133.74%-127.1pp | 1369.70%-1363.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,491 | $3,052-18.4% | $4,417-43.6% | $4,350-42.7% |
| Admin fee / account holder | $8,603 | $3,027+184.2% | $8,287+3.8% | $1,945+342.4% |