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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 | $52,507-13.9% | $129,406-65.1% | $74,478-39.3% |
| Participation rate | 24.8% | 53.9%-29.1pp | 69.6%-44.9pp | 67.2%-42.4pp |
| Annual return | 11.32% | 15.64%-4.3pp | 9468.18%-9456.9pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $353 | $1,534-77.0% | $4,155-91.5% | $2,626-86.6% |
| Participant deferral / active EE | $1,217 | $2,801-56.6% | $4,167-70.8% | $4,350-72.0% |
| Admin fee / account holder | $11,961 | $2,639+353.2% | $7,689+55.6% | $1,946+514.7% |