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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 | $23,751 | $122,962-80.7% | $71,585-66.8% | $138,895-82.9% |
| Participation rate | 33.3% | 68.9%-35.5pp | 68.2%-34.8pp | 79.9%-46.6pp |
| Annual return | 3.88% | 37.84%-34.0pp | 59.26%-55.4pp | 145.39%-141.5pp |
| Employer contribution / active EE | $18 | $2,620-99.3% | $1,669-98.9% | $4,194-99.6% |
| Participant deferral / active EE | $1,379 | $4,311-68.0% | $2,923-52.8% | $6,396-78.4% |
| Admin fee / account holder | $509 | $6,488-92.2% | $4,712-89.2% | $12,562-96.0% |