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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 | $35,101 | $65,566-46.5% | $86,235-59.3% | $75,177-53.3% |
| Participation rate | 24.4% | 60.5%-36.1pp | 69.0%-44.6pp | 67.2%-42.8pp |
| Annual return | 11.36% | 46.07%-34.7pp | 1170.03%-1158.7pp | 160.75%-149.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,351 | $3,023-22.2% | $3,987-41.0% | $4,126-43.0% |
| Admin fee / account holder | $17,711 | $5,470+223.8% | $6,856+158.4% | $5,651+213.4% |