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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 | $24,353 | $104,520-76.7% | $76,823-68.3% | $152,885-84.1% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 3.04% | 1014.03%-1011.0pp | 1166.42%-1163.4pp | 345.39%-342.4pp |
| Employer contribution / active EE | $199 | $3,117-93.6% | $2,302-91.4% | $4,763-95.8% |
| Participant deferral / active EE | $1,675 | $4,236-60.5% | $3,336-49.8% | $5,851-71.4% |
| Admin fee / account holder | $2,289 | $12,283-81.4% | $6,422-64.4% | $11,598-80.3% |