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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 | $36,042 | $29,319+22.9% | $52,425-31.3% | $82,448-56.3% |
| Participation rate | 12.9% | 46.9%-34.0pp | 55.6%-42.7pp | 68.1%-55.2pp |
| Annual return | 12.86% | 535.20%-522.3pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $25 | $586-95.8% | $914-97.3% | $2,551-99.0% |
| Participant deferral / active EE | $304 | $1,171-74.0% | $1,790-83.0% | $4,139-92.6% |
| Admin fee / account holder | $26,016 | $1,962+1225.9% | $2,495+942.8% | $7,234+259.6% |