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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 | $14,650 | $55,470-73.6% | $155,556-90.6% | $74,478-80.3% |
| Participation rate | 38.2% | 61.9%-23.7pp | 78.2%-40.1pp | 67.2%-29.1pp |
| Annual return | 10.87% | 269.80%-258.9pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $249 | $2,267-89.0% | $4,675-94.7% | $2,626-90.5% |
| Participant deferral / active EE | $1,128 | $2,838-60.3% | $5,631-80.0% | $4,350-74.1% |
| Admin fee / account holder | $1,290 | $1,744-26.0% | $15,885-91.9% | $1,946-33.7% |