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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 | $44,085 | $58,311-24.4% | $81,882-46.2% | $80,959-45.5% |
| Participation rate | 35.2% | 63.5%-28.3pp | 72.4%-37.2pp | 67.7%-32.5pp |
| Annual return | 9.48% | 41.85%-32.4pp | 779.47%-770.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $5 | $2,347-99.8% | $2,916-99.8% | $2,757-99.8% |
| Participant deferral / active EE | $3,347 | $3,287+1.8% | $4,323-22.6% | $4,300-22.2% |
| Admin fee / account holder | $13,676 | $4,752+187.8% | $7,360+85.8% | $6,925+97.5% |