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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 | $21,359 | $84,236-74.6% | $170,435-87.5% | $70,126-69.5% |
| Participation rate | 52.5% | 70.8%-18.3pp | 83.6%-31.1pp | 69.5%-17.0pp |
| Annual return | 10.72% | 23.06%-12.3pp | 205.94%-195.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $304 | $3,387-91.0% | $5,432-94.4% | $2,343-87.0% |
| Participant deferral / active EE | $924 | $3,086-70.1% | $4,939-81.3% | $3,332-72.3% |
| Admin fee / account holder | $4,560 | $5,698-20.0% | $13,881-67.2% | $4,645-1.8% |