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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 | $46,705 | $60,139-22.3% | $90,461-48.4% | $79,856-41.5% |
| Participation rate | 39.3% | 65.0%-25.7pp | 72.7%-33.4pp | 69.6%-30.4pp |
| Annual return | 8.06% | 71.96%-63.9pp | 1294.76%-1286.7pp | 31.71%-23.6pp |
| Employer contribution / active EE | $154 | $2,069-92.5% | $3,264-95.3% | $2,471-93.8% |
| Participant deferral / active EE | $897 | $2,939-69.5% | $3,964-77.4% | $3,741-76.0% |
| Admin fee / account holder | $8,214 | $3,978+106.5% | $5,617+46.2% | $5,306+54.8% |