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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 | $55,437-26.6% | $155,534-73.8% | $74,459-45.4% |
| Participation rate | 29.4% | 61.9%-32.5pp | 78.2%-48.8pp | 67.2%-37.8pp |
| Annual return | 9.47% | 269.58%-260.1pp | 64.92%-55.4pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $308 | $2,266-86.4% | $4,675-93.4% | $2,626-88.3% |
| Participant deferral / active EE | $1,760 | $2,837-38.0% | $5,630-68.7% | $4,350-59.5% |
| Admin fee / account holder | $9,601 | $1,742+451.0% | $15,900-39.6% | $1,945+393.7% |