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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 | $49,132 | $60,119-18.3% | $90,430-45.7% | $79,858-38.5% |
| Participation rate | 31.7% | 65.0%-33.3pp | 72.7%-41.0pp | 69.6%-37.9pp |
| Annual return | 3.24% | 71.94%-68.7pp | 1293.73%-1290.5pp | 31.72%-28.5pp |
| Employer contribution / active EE | $47 | $2,068-97.7% | $3,262-98.6% | $2,471-98.1% |
| Participant deferral / active EE | $1,043 | $2,938-64.5% | $3,963-73.7% | $3,740-72.1% |
| Admin fee / account holder | $20,455 | $3,976+414.5% | $5,613+264.4% | $5,306+285.5% |