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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 | $36,438 | $70,121-48.0% | $63,803-42.9% | $138,895-73.8% |
| Participation rate | 16.7% | 77.2%-60.5pp | 72.7%-56.0pp | 79.9%-63.3pp |
| Annual return | 7.68% | 946.48%-938.8pp | 543.72%-536.0pp | 145.39%-137.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,917 | $4,535-13.6% | $3,843+1.9% | $6,396-38.8% |
| Admin fee / account holder | $29,111 | $6,738+332.1% | $5,196+460.2% | $12,562+131.7% |