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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 | $20,361 | $65,434-68.9% | $98,483-79.3% | $85,847-76.3% |
| Participation rate | 48.8% | 65.0%-16.2pp | 73.3%-24.5pp | 69.3%-20.5pp |
| Annual return | 10.49% | 21.75%-11.3pp | 1494.38%-1483.9pp | 318.61%-308.1pp |
| Employer contribution / active EE | $165 | $2,169-92.4% | $2,961-94.4% | $2,565-93.6% |
| Participant deferral / active EE | $1,534 | $3,168-51.6% | $4,276-64.1% | $3,952-61.2% |
| Admin fee / account holder | $6,589 | $4,595+43.4% | $5,953+10.7% | $6,261+5.2% |