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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 | $72,465-49.3% | $67,575-45.6% | $145,884-74.8% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.6pp | 80.3%-43.9pp |
| Annual return | 2.42% | 7222.56%-7220.1pp | 3528.98%-3526.6pp | 551.85%-549.4pp |
| Employer contribution / active EE | $160 | $3,074-94.8% | $2,736-94.2% | $4,662-96.6% |
| Participant deferral / active EE | $1,494 | $4,786-68.8% | $4,003-62.7% | $6,690-77.7% |
| Admin fee / account holder | $10,407 | $5,515+88.7% | $3,993+160.6% | $13,392-22.3% |