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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 | $36,770 | $72,396-49.2% | $67,511-45.5% | $145,959-74.8% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 2.42% | 7194.07%-7191.7pp | 3517.41%-3515.0pp | 561.95%-559.5pp |
| Employer contribution / active EE | $160 | $3,071-94.8% | $2,733-94.1% | $4,661-96.6% |
| Participant deferral / active EE | $1,494 | $4,781-68.8% | $4,000-62.7% | $6,689-77.7% |
| Admin fee / account holder | $10,407 | $5,538+87.9% | $3,999+160.3% | $13,398-22.3% |