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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 | $42,910 | $55,423-22.6% | $155,602-72.4% | $74,400-42.3% |
| Participation rate | 38.3% | 61.9%-23.6pp | 78.2%-39.9pp | 67.2%-28.9pp |
| Annual return | 7.48% | 269.07%-261.6pp | 64.81%-57.3pp | 1367.51%-1360.0pp |
| Employer contribution / active EE | $193 | $2,266-91.5% | $4,675-95.9% | $2,624-92.7% |
| Participant deferral / active EE | $1,458 | $2,835-48.6% | $5,629-74.1% | $4,348-66.5% |
| Admin fee / account holder | $4,474 | $1,744+156.5% | $15,923-71.9% | $1,944+130.2% |