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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 | $13,910 | $60,139-76.9% | $90,461-84.6% | $79,856-82.6% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 7.48% | 71.96%-64.5pp | 1294.76%-1287.3pp | 31.71%-24.2pp |
| Employer contribution / active EE | $30 | $2,069-98.6% | $3,264-99.1% | $2,471-98.8% |
| Participant deferral / active EE | $795 | $2,939-73.0% | $3,964-79.9% | $3,741-78.7% |
| Admin fee / account holder | $342 | $3,978-91.4% | $5,617-93.9% | $5,306-93.6% |