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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 | $24,663 | $60,128-59.0% | $90,440-72.7% | $79,852-69.1% |
| Participation rate | 25.6% | 65.0%-39.4pp | 72.7%-47.1pp | 69.6%-44.1pp |
| Annual return | 4.58% | 71.95%-67.4pp | 1294.38%-1289.8pp | 31.72%-27.1pp |
| Employer contribution / active EE | $108 | $2,068-94.8% | $3,263-96.7% | $2,471-95.6% |
| Participant deferral / active EE | $950 | $2,939-67.7% | $3,964-76.0% | $3,740-74.6% |
| Admin fee / account holder | $34,461 | $3,977+766.4% | $5,615+513.7% | $5,306+549.4% |