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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 | $28,454 | $48,337-41.1% | $67,560-57.9% | $80,959-64.9% |
| Participation rate | 46.5% | 66.4%-19.9pp | 72.9%-26.4pp | 67.7%-21.2pp |
| Annual return | 6.60% | 18.26%-11.7pp | 3533.50%-3526.9pp | 35.67%-29.1pp |
| Employer contribution / active EE | $111 | $2,023-94.5% | $2,737-95.9% | $2,757-96.0% |
| Participant deferral / active EE | $1,381 | $2,928-52.8% | $4,004-65.5% | $4,300-67.9% |
| Admin fee / account holder | $18,235 | $3,695+393.4% | $3,994+356.6% | $6,925+163.3% |