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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 | $27,802 | $29,667-6.3% | $56,441-50.7% | $80,874-65.6% |
| Participation rate | 22.7% | 41.7%-18.9pp | 52.5%-29.8pp | 67.6%-44.9pp |
| Annual return | 10.58% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $67 | $669-89.9% | $1,039-93.5% | $2,756-97.6% |
| Participant deferral / active EE | $467 | $1,227-61.9% | $1,953-76.1% | $4,297-89.1% |
| Admin fee / account holder | $1,915 | $2,429-21.2% | $2,829-32.3% | $6,935-72.4% |