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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 | $40,429 | $78,562-48.5% | $105,608-61.7% | $74,429-45.7% |
| Participation rate | 39.1% | 72.8%-33.7pp | 75.3%-36.2pp | 67.2%-28.2pp |
| Annual return | 9.60% | 15.94%-6.3pp | 116.50%-106.9pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $633 | $2,521-74.9% | $3,167-80.0% | $2,625-75.9% |
| Participant deferral / active EE | $1,991 | $4,321-53.9% | $5,010-60.3% | $4,348-54.2% |
| Admin fee / account holder | $4,638 | $2,217+109.2% | $11,028-57.9% | $1,944+138.5% |