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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 | $34,921 | $56,134-37.8% | $96,171-63.7% | $85,847-59.3% |
| Participation rate | 14.9% | 56.7%-41.8pp | 68.4%-53.5pp | 69.3%-54.4pp |
| Annual return | 8.12% | 42.30%-34.2pp | 192.04%-183.9pp | 318.61%-310.5pp |
| Employer contribution / active EE | $2 | $1,620-99.9% | $2,799-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $1,241 | $2,858-56.6% | $4,350-71.5% | $3,952-68.6% |
| Admin fee / account holder | $4,391 | $3,769+16.5% | $5,538-20.7% | $6,261-29.9% |