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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 | $33,149 | $80,812-59.0% | $160,784-79.4% | $82,448-59.8% |
| Participation rate | 20.9% | 66.2%-45.3pp | 77.0%-56.1pp | 68.1%-47.2pp |
| Annual return | 12.31% | 100.59%-88.3pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $201 | $2,174-90.7% | $3,733-94.6% | $2,551-92.1% |
| Participant deferral / active EE | $1,404 | $4,335-67.6% | $6,293-77.7% | $4,139-66.1% |
| Admin fee / account holder | $9,480 | $7,695+23.2% | $9,717-2.4% | $7,234+31.0% |