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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 | $34,316 | $55,437-38.1% | $155,534-77.9% | $74,459-53.9% |
| Participation rate | 36.0% | 61.9%-25.9pp | 78.2%-42.2pp | 67.2%-31.2pp |
| Annual return | 10.97% | 269.58%-258.6pp | 64.92%-53.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $204 | $2,266-91.0% | $4,675-95.6% | $2,626-92.2% |
| Participant deferral / active EE | $1,355 | $2,837-52.2% | $5,630-75.9% | $4,350-68.8% |
| Admin fee / account holder | $4,893 | $1,742+180.8% | $15,900-69.2% | $1,945+151.6% |