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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 | $28,204 | $49,199-42.7% | $121,210-76.7% | $75,177-62.5% |
| Participation rate | 34.4% | 55.4%-21.1pp | 69.5%-35.2pp | 67.2%-32.8pp |
| Annual return | 9.59% | 56.04%-46.5pp | 987.41%-977.8pp | 160.75%-151.2pp |
| Employer contribution / active EE | $278 | $1,547-82.0% | $4,171-93.3% | $2,671-89.6% |
| Participant deferral / active EE | $1,314 | $2,630-50.0% | $4,084-67.8% | $4,126-68.2% |
| Admin fee / account holder | $25,593 | $3,946+548.6% | $5,647+353.2% | $5,651+352.9% |