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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 | $29,576 | $102,632-71.2% | $81,988-63.9% | $158,950-81.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 5.45% | 61.05%-55.6pp | 41.31%-35.9pp | 302.91%-297.5pp |
| Employer contribution / active EE | $106 | $3,241-96.7% | $2,498-95.7% | $4,762-97.8% |
| Participant deferral / active EE | $1,181 | $4,649-74.6% | $3,722-68.3% | $5,983-80.3% |
| Admin fee / account holder | $24,170 | $8,237+193.4% | $5,665+326.7% | $11,248+114.9% |