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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 | $33,159 | $80,812-59.0% | $160,784-79.4% | $82,448-59.8% |
| Participation rate | 30.0% | 66.2%-36.2pp | 77.0%-47.0pp | 68.1%-38.1pp |
| Annual return | 13.28% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $190 | $2,174-91.3% | $3,733-94.9% | $2,551-92.6% |
| Participant deferral / active EE | $1,676 | $4,335-61.3% | $6,293-73.4% | $4,139-59.5% |
| Admin fee / account holder | $4,903 | $7,695-36.3% | $9,717-49.5% | $7,234-32.2% |