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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 | $42,322 | $111,878-62.2% | $93,727-54.8% | $145,897-71.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.73% | 204.28%-197.5pp | 133.83%-127.1pp | 552.29%-545.6pp |
| Employer contribution / active EE | $207 | $3,092-93.3% | $2,421-91.4% | $4,663-95.6% |
| Participant deferral / active EE | $1,252 | $4,920-74.6% | $4,417-71.7% | $6,689-81.3% |
| Admin fee / account holder | $21,999 | $10,256+114.5% | $8,292+165.3% | $13,390+64.3% |