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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 | $34,948 | $55,437-37.0% | $155,534-77.5% | $74,459-53.1% |
| Participation rate | 29.1% | 61.9%-32.8pp | 78.2%-49.1pp | 67.2%-38.1pp |
| Annual return | 10.18% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $268 | $2,266-88.2% | $4,675-94.3% | $2,626-89.8% |
| Participant deferral / active EE | $1,077 | $2,837-62.1% | $5,630-80.9% | $4,350-75.2% |
| Admin fee / account holder | $9,113 | $1,742+423.0% | $15,900-42.7% | $1,945+368.6% |