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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 | $48,736 | $57,305-15.0% | $86,640-43.7% | $75,173-35.2% |
| Participation rate | 30.9% | 63.2%-32.3pp | 71.7%-40.8pp | 67.2%-36.3pp |
| Annual return | 9.10% | 2674.24%-2665.1pp | 592.52%-583.4pp | 160.72%-151.6pp |
| Employer contribution / active EE | $248 | $2,316-89.3% | $3,024-91.8% | $2,671-90.7% |
| Participant deferral / active EE | $1,094 | $3,320-67.0% | $4,438-75.4% | $4,126-73.5% |
| Admin fee / account holder | $9,154 | $4,116+122.4% | $5,616+63.0% | $5,651+62.0% |