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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 | $26,562 | $57,330-53.7% | $86,656-69.3% | $75,177-64.7% |
| Participation rate | 35.3% | 63.2%-27.9pp | 71.7%-36.4pp | 67.2%-31.9pp |
| Annual return | 12.34% | 2675.40%-2663.1pp | 593.09%-580.8pp | 160.75%-148.4pp |
| Employer contribution / active EE | $244 | $2,316-89.4% | $3,025-91.9% | $2,671-90.8% |
| Participant deferral / active EE | $1,032 | $3,320-68.9% | $4,439-76.7% | $4,126-75.0% |
| Admin fee / account holder | $16,502 | $4,115+301.0% | $5,619+193.7% | $5,651+192.0% |