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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 | $49,277 | $60,128-18.0% | $90,440-45.5% | $79,852-38.3% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.0pp |
| Annual return | 7.83% | 71.95%-64.1pp | 1294.38%-1286.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $139 | $2,068-93.3% | $3,263-95.7% | $2,471-94.4% |
| Participant deferral / active EE | $1,102 | $2,939-62.5% | $3,964-72.2% | $3,740-70.5% |
| Admin fee / account holder | $13,838 | $3,977+247.9% | $5,615+146.4% | $5,306+160.8% |