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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 | $31,004 | $55,446-44.1% | $155,574-80.1% | $74,429-58.3% |
| Participation rate | 16.4% | 61.9%-45.5pp | 78.2%-61.8pp | 67.2%-50.8pp |
| Annual return | 10.69% | 269.20%-258.5pp | 64.87%-54.2pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $180 | $2,266-92.1% | $4,676-96.2% | $2,625-93.1% |
| Participant deferral / active EE | $929 | $2,836-67.2% | $5,629-83.5% | $4,348-78.6% |
| Admin fee / account holder | $1,405 | $1,743-19.4% | $15,914-91.2% | $1,944-27.8% |