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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 | $31,705 | $90,691-65.0% | $76,119-58.3% | $145,884-78.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 3.23% | 624.52%-621.3pp | 361.25%-358.0pp | 551.85%-548.6pp |
| Employer contribution / active EE | $485 | $3,329-85.4% | $2,693-82.0% | $4,662-89.6% |
| Participant deferral / active EE | $9,693 | $5,167+87.6% | $4,259+127.6% | $6,690+44.9% |
| Admin fee / account holder | $40,339 | $8,383+381.2% | $6,421+528.2% | $13,392+201.2% |