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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 | $40,679 | $55,446-26.6% | $155,574-73.9% | $74,429-45.3% |
| Participation rate | 29.4% | 61.9%-32.5pp | 78.2%-48.8pp | 67.2%-37.8pp |
| Annual return | 9.47% | 269.20%-259.7pp | 64.87%-55.4pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $308 | $2,266-86.4% | $4,676-93.4% | $2,625-88.3% |
| Participant deferral / active EE | $1,760 | $2,836-37.9% | $5,629-68.7% | $4,348-59.5% |
| Admin fee / account holder | $9,601 | $1,743+450.9% | $15,914-39.7% | $1,944+393.8% |