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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 | $54,189 | $60,393-10.3% | $81,820-33.8% | $74,429-27.2% |
| Participation rate | 28.9% | 62.9%-34.0pp | 72.4%-43.5pp | 67.2%-38.3pp |
| Annual return | 10.28% | 16.89%-6.6pp | 777.93%-767.7pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $284 | $2,626-89.2% | $2,915-90.2% | $2,625-89.2% |
| Participant deferral / active EE | $1,346 | $3,397-60.4% | $4,323-68.9% | $4,348-69.0% |
| Admin fee / account holder | $9,254 | $1,491+520.8% | $7,391+25.2% | $1,944+375.9% |