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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 | $35,097 | $60,119-41.6% | $90,430-61.2% | $79,858-56.1% |
| Participation rate | 44.1% | 65.0%-20.9pp | 72.7%-28.6pp | 69.6%-25.5pp |
| Annual return | 8.17% | 71.94%-63.8pp | 1293.73%-1285.6pp | 31.72%-23.5pp |
| Employer contribution / active EE | $164 | $2,068-92.1% | $3,262-95.0% | $2,471-93.4% |
| Participant deferral / active EE | $1,504 | $2,938-48.8% | $3,963-62.1% | $3,740-59.8% |
| Admin fee / account holder | $15,108 | $3,976+280.0% | $5,613+169.1% | $5,306+184.7% |