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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 | $42,635 | $106,008-59.8% | $92,240-53.8% | $147,586-71.1% |
| Participation rate | 18.2% | 80.4%-62.2pp | 76.5%-58.3pp | 82.8%-64.6pp |
| Annual return | 5.10% | 50.05%-45.0pp | 176.29%-171.2pp | 578.59%-573.5pp |
| Employer contribution / active EE | $473 | $4,333-89.1% | $3,680-87.2% | $4,876-90.3% |
| Participant deferral / active EE | $1,256 | $4,478-72.0% | $3,897-67.8% | $5,439-76.9% |
| Admin fee / account holder | $17,954 | $6,333+183.5% | $5,194+245.7% | $10,886+64.9% |