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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 | $23,971 | $115,796-79.3% | $101,264-76.3% | $158,950-84.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 5.42% | 56.15%-50.7pp | 46.48%-41.1pp | 302.91%-297.5pp |
| Employer contribution / active EE | $395 | $4,175-90.5% | $3,660-89.2% | $4,762-91.7% |
| Participant deferral / active EE | $4,373 | $4,958-11.8% | $4,370+0.1% | $5,983-26.9% |
| Admin fee / account holder | $32,914 | $7,247+354.2% | $5,947+453.5% | $11,248+192.6% |