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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 | $31,777 | $55,472-42.7% | $155,567-79.6% | $74,546-57.4% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.2pp | 67.2%-51.2pp |
| Annual return | 10.39% | 268.72%-258.3pp | 64.74%-54.4pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $305 | $2,269-86.5% | $4,674-93.5% | $2,624-88.4% |
| Participant deferral / active EE | $838 | $2,838-70.5% | $5,628-85.1% | $4,347-80.7% |
| Admin fee / account holder | $1,870 | $1,743+7.3% | $15,916-88.2% | $1,944-3.8% |