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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 | $30,672 | $55,470-44.7% | $155,556-80.3% | $74,478-58.8% |
| Participation rate | 44.5% | 61.9%-17.4pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | 8.91% | 269.80%-260.9pp | 64.84%-55.9pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $1 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,728 | $2,838-3.9% | $5,631-51.6% | $4,350-37.3% |
| Admin fee / account holder | $3,165 | $1,744+81.4% | $15,885-80.1% | $1,946+62.6% |