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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 | $43,092 | $60,119-28.3% | $90,430-52.3% | $79,858-46.0% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 3.86% | 71.94%-68.1pp | 1293.73%-1289.9pp | 31.72%-27.9pp |
| Employer contribution / active EE | $155 | $2,068-92.5% | $3,262-95.2% | $2,471-93.7% |
| Participant deferral / active EE | $2,615 | $2,938-11.0% | $3,963-34.0% | $3,740-30.1% |
| Admin fee / account holder | $975 | $3,976-75.5% | $5,613-82.6% | $5,306-81.6% |