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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 | $24,420 | $85,766-71.5% | $136,297-82.1% | $70,124-65.2% |
| Participation rate | 57.6% | 74.2%-16.6pp | 81.9%-24.3pp | 69.5%-12.0pp |
| Annual return | 11.17% | 31.45%-20.3pp | 5156.19%-5145.0pp | 73.14%-62.0pp |
| Employer contribution / active EE | $271 | $2,966-90.9% | $4,696-94.2% | $2,342-88.4% |
| Participant deferral / active EE | $2,368 | $5,051-53.1% | $6,247-62.1% | $3,332-28.9% |
| Admin fee / account holder | $2,795 | $5,420-48.4% | $9,244-69.8% | $4,645-39.8% |