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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 | $28,624+25.9% | $53,647-32.8% | $82,637-56.4% |
| Participation rate | 12.9% | 47.3%-34.4pp | 56.3%-43.4pp | 68.1%-55.2pp |
| Annual return | 12.86% | 664.98%-652.1pp | 358.33%-345.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $25 | $637-96.1% | $962-97.4% | $2,552-99.0% |
| Participant deferral / active EE | $304 | $1,196-74.6% | $1,813-83.2% | $4,126-92.6% |
| Admin fee / account holder | $26,016 | $2,022+1186.8% | $2,460+957.6% | $7,339+254.5% |