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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 | $46,101 | $55,470-16.9% | $155,556-70.4% | $74,478-38.1% |
| Participation rate | 25.2% | 61.9%-36.7pp | 78.2%-53.0pp | 67.2%-42.0pp |
| Annual return | 10.95% | 269.80%-258.9pp | 64.84%-53.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $244 | $2,267-89.2% | $4,675-94.8% | $2,626-90.7% |
| Participant deferral / active EE | $821 | $2,838-71.1% | $5,631-85.4% | $4,350-81.1% |
| Admin fee / account holder | $5,896 | $1,744+238.0% | $15,885-62.9% | $1,946+203.0% |