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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 | $48,956 | $57,312-14.6% | $86,617-43.5% | $75,181-34.9% |
| Participation rate | 35.9% | 63.2%-27.3pp | 71.7%-35.8pp | 67.2%-31.3pp |
| Annual return | 11.90% | 2672.78%-2660.9pp | 591.91%-580.0pp | 160.69%-148.8pp |
| Employer contribution / active EE | $257 | $2,315-88.9% | $3,023-91.5% | $2,671-90.4% |
| Participant deferral / active EE | $1,759 | $3,319-47.0% | $4,437-60.4% | $4,126-57.4% |
| Admin fee / account holder | $40,731 | $4,114+890.0% | $5,613+625.7% | $5,650+620.9% |