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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 | $45,194 | $52,450-13.8% | $129,339-65.1% | $74,400-39.3% |
| Participation rate | 24.8% | 53.8%-29.1pp | 69.6%-44.9pp | 67.2%-42.4pp |
| Annual return | 11.32% | 15.65%-4.3pp | 9437.05%-9425.7pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $353 | $1,532-77.0% | $4,154-91.5% | $2,624-86.5% |
| Participant deferral / active EE | $1,217 | $2,797-56.5% | $4,170-70.8% | $4,348-72.0% |
| Admin fee / account holder | $11,961 | $2,636+353.8% | $7,668+56.0% | $1,944+515.4% |