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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 | $37,808 | $58,391-35.2% | $76,657-50.7% | $72,975-48.2% |
| Participation rate | 50.8% | 67.4%-16.6pp | 72.1%-21.3pp | 69.5%-18.7pp |
| Annual return | 15.86% | 2306.65%-2290.8pp | 1166.74%-1150.9pp | 81.01%-65.2pp |
| Employer contribution / active EE | $325 | $1,787-81.8% | $2,303-85.9% | $2,440-86.7% |
| Participant deferral / active EE | $3,241 | $2,690+20.5% | $3,335-2.8% | $3,608-10.2% |
| Admin fee / account holder | $12,445 | $4,014+210.0% | $6,423+93.8% | $5,124+142.9% |