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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 | $51,205 | $84,236-39.2% | $170,435-70.0% | $70,126-27.0% |
| Participation rate | 21.1% | 70.8%-49.8pp | 83.6%-62.5pp | 69.5%-48.5pp |
| Annual return | 12.05% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $218 | $3,387-93.6% | $5,432-96.0% | $2,343-90.7% |
| Participant deferral / active EE | $907 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $810 | $5,698-85.8% | $13,881-94.2% | $4,645-82.6% |