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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 | $14,674 | $55,437-73.5% | $155,534-90.6% | $74,459-80.3% |
| Participation rate | 46.5% | 61.9%-15.4pp | 78.2%-31.7pp | 67.2%-20.7pp |
| Annual return | 11.07% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $250 | $2,266-89.0% | $4,675-94.7% | $2,626-90.5% |
| Participant deferral / active EE | $1,346 | $2,837-52.6% | $5,630-76.1% | $4,350-69.1% |
| Admin fee / account holder | $5,320 | $1,742+205.3% | $15,900-66.5% | $1,945+173.5% |