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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 | $29,312 | $59,402-50.7% | $93,654-68.7% | $74,546-60.7% |
| Participation rate | 36.3% | 59.7%-23.4pp | 68.7%-32.4pp | 67.2%-30.9pp |
| Annual return | 9.63% | 81.86%-72.2pp | 133.34%-123.7pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $218 | $1,265-82.8% | $2,421-91.0% | $2,624-91.7% |
| Participant deferral / active EE | $1,690 | $3,049-44.6% | $4,413-61.7% | $4,347-61.1% |
| Admin fee / account holder | $3,031 | $3,023+0.3% | $8,282-63.4% | $1,944+56.0% |