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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 | $59,467-50.7% | $93,727-68.7% | $74,478-60.6% |
| Participation rate | 36.3% | 59.6%-23.3pp | 68.7%-32.4pp | 67.2%-30.9pp |
| Annual return | 9.63% | 82.14%-72.5pp | 133.83%-124.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $218 | $1,267-82.8% | $2,421-91.0% | $2,626-91.7% |
| Participant deferral / active EE | $1,690 | $3,052-44.6% | $4,417-61.7% | $4,350-61.2% |
| Admin fee / account holder | $3,031 | $3,028+0.1% | $8,292-63.4% | $1,946+55.8% |