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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 | $30,818 | $58,726-47.5% | $142,898-78.4% | $85,847-64.1% |
| Participation rate | 47.1% | 58.5%-11.4pp | 72.0%-24.9pp | 69.3%-22.3pp |
| Annual return | 8.67% | 27.73%-19.1pp | 5639.64%-5631.0pp | 318.61%-309.9pp |
| Employer contribution / active EE | $196 | $1,424-86.3% | $4,146-95.3% | $2,565-92.4% |
| Participant deferral / active EE | $1,648 | $2,609-36.8% | $3,838-57.1% | $3,952-58.3% |
| Admin fee / account holder | $1,013 | $4,234-76.1% | $6,560-84.6% | $6,261-83.8% |