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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% | $129,384-65.1% | $74,459-39.3% |
| Participation rate | 24.8% | 53.8%-29.1pp | 69.6%-44.9pp | 67.2%-42.4pp |
| Annual return | 11.32% | 15.65%-4.3pp | 9461.77%-9450.4pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $353 | $1,532-77.0% | $4,153-91.5% | $2,626-86.6% |
| Participant deferral / active EE | $1,217 | $2,797-56.5% | $4,166-70.8% | $4,350-72.0% |
| Admin fee / account holder | $11,961 | $2,636+353.8% | $7,686+55.6% | $1,945+515.1% |