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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 | $50,557 | $60,305-16.2% | $81,780-38.2% | $74,400-32.0% |
| Participation rate | 28.2% | 62.9%-34.6pp | 72.4%-44.1pp | 67.2%-39.0pp |
| Annual return | 9.81% | 16.89%-7.1pp | 776.27%-766.5pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $45 | $2,623-98.3% | $2,914-98.5% | $2,624-98.3% |
| Participant deferral / active EE | $981 | $3,390-71.0% | $4,321-77.3% | $4,348-77.4% |
| Admin fee / account holder | $4,329 | $1,484+191.7% | $7,384-41.4% | $1,944+122.7% |