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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 | $55,423-42.7% | $155,602-79.6% | $74,400-57.3% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.2pp | 67.2%-51.2pp |
| Annual return | 10.39% | 269.07%-258.7pp | 64.81%-54.4pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $305 | $2,266-86.5% | $4,675-93.5% | $2,624-88.4% |
| Participant deferral / active EE | $838 | $2,835-70.4% | $5,629-85.1% | $4,348-80.7% |
| Admin fee / account holder | $1,870 | $1,744+7.2% | $15,923-88.3% | $1,944-3.8% |