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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 | $27,981 | $48,570-42.4% | $130,660-78.6% | $72,976-61.7% |
| Participation rate | 22.0% | 58.6%-36.6pp | 71.7%-49.8pp | 69.5%-47.5pp |
| Annual return | 13.39% | 38.63%-25.2pp | 1709.29%-1695.9pp | 81.02%-67.6pp |
| Employer contribution / active EE | $236 | $1,334-82.3% | $4,092-94.2% | $2,440-90.3% |
| Participant deferral / active EE | $1,049 | $2,384-56.0% | $3,603-70.9% | $3,608-70.9% |
| Admin fee / account holder | $6,187 | $3,549+74.3% | $5,463+13.2% | $5,124+20.7% |