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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 | $18,317 | $55,437-67.0% | $155,534-88.2% | $74,459-75.4% |
| Participation rate | 38.8% | 61.9%-23.1pp | 78.2%-39.4pp | 67.2%-28.4pp |
| Annual return | 10.50% | 269.58%-259.1pp | 64.92%-54.4pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $211 | $2,266-90.7% | $4,675-95.5% | $2,626-91.9% |
| Participant deferral / active EE | $1,224 | $2,837-56.9% | $5,630-78.3% | $4,350-71.9% |
| Admin fee / account holder | $1,099 | $1,742-36.9% | $15,900-93.1% | $1,945-43.5% |