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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 | $42,611 | $106,005-59.8% | $92,239-53.8% | $147,585-71.1% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 7.14% | 50.05%-42.9pp | 176.29%-169.2pp | 578.58%-571.4pp |
| Employer contribution / active EE | $684 | $4,333-84.2% | $3,680-81.4% | $4,876-86.0% |
| Participant deferral / active EE | $2,131 | $4,478-52.4% | $3,897-45.3% | $5,439-60.8% |
| Admin fee / account holder | $24,779 | $6,333+291.3% | $5,194+377.1% | $10,886+127.6% |