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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 | $43,062 | $70,121-38.6% | $63,803-32.5% | $138,895-69.0% |
| Participation rate | 28.6% | 77.2%-48.6pp | 72.7%-44.1pp | 79.9%-51.3pp |
| Annual return | 2.02% | 946.48%-944.5pp | 543.72%-541.7pp | 145.39%-143.4pp |
| Employer contribution / active EE | -$53 | $2,882-101.8% | $2,532-102.1% | $4,194-101.3% |
| Participant deferral / active EE | $839 | $4,535-81.5% | $3,843-78.2% | $6,396-86.9% |
| Admin fee / account holder | $55,724 | $6,738+727.1% | $5,196+972.3% | $12,562+343.6% |