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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 | $38,805 | $49,164-21.1% | $121,169-68.0% | $75,181-48.4% |
| Participation rate | 21.9% | 55.4%-33.5pp | 69.5%-47.6pp | 67.2%-45.3pp |
| Annual return | 11.32% | 56.03%-44.7pp | 986.71%-975.4pp | 160.69%-149.4pp |
| Employer contribution / active EE | $224 | $1,546-85.5% | $4,168-94.6% | $2,671-91.6% |
| Participant deferral / active EE | $1,217 | $2,628-53.7% | $4,083-70.2% | $4,126-70.5% |
| Admin fee / account holder | $5,220 | $3,942+32.4% | $5,645-7.5% | $5,650-7.6% |