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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 | $58,453 | $96,691-39.5% | $86,656-32.5% | $139,487-58.1% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.1pp |
| Annual return | 4.58% | 106.87%-102.3pp | 593.09%-588.5pp | 373.84%-369.3pp |
| Employer contribution / active EE | $219 | $3,267-93.3% | $3,025-92.8% | $4,755-95.4% |
| Participant deferral / active EE | $1,915 | $4,838-60.4% | $4,439-56.9% | $6,713-71.5% |
| Admin fee / account holder | $547 | $6,414-91.5% | $5,619-90.3% | $11,407-95.2% |