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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 | $20,831 | $96,678-78.5% | $86,640-76.0% | $139,466-85.1% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 9.78% | 106.69%-96.9pp | 592.52%-582.7pp | 373.66%-363.9pp |
| Employer contribution / active EE | $102 | $3,265-96.9% | $3,024-96.6% | $4,754-97.9% |
| Participant deferral / active EE | $1,038 | $4,837-78.5% | $4,438-76.6% | $6,712-84.5% |
| Admin fee / account holder | $3,448 | $6,410-46.2% | $5,616-38.6% | $11,409-69.8% |