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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 | $25,482 | $73,532-65.3% | $178,540-85.7% | $74,459-65.8% |
| Participation rate | 61.5% | 66.6%-5.1pp | 77.1%-15.6pp | 67.2%-5.7pp |
| Annual return | 7.08% | 17.51%-10.4pp | 27.15%-20.1pp | 1369.70%-1362.6pp |
| Employer contribution / active EE | $365 | $2,221-83.6% | $3,953-90.8% | $2,626-86.1% |
| Participant deferral / active EE | $1,807 | $4,519-60.0% | $6,281-71.2% | $4,350-58.5% |
| Admin fee / account holder | $13,837 | $1,813+663.4% | $10,424+32.7% | $1,945+611.5% |