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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 | $17,886 | $58,241-69.3% | $81,780-78.1% | $80,911-77.9% |
| Participation rate | 33.7% | 63.4%-29.7pp | 72.4%-38.6pp | 67.6%-33.9pp |
| Annual return | 8.55% | 41.73%-33.2pp | 776.27%-767.7pp | 35.63%-27.1pp |
| Employer contribution / active EE | $224 | $2,343-90.5% | $2,914-92.3% | $2,756-91.9% |
| Participant deferral / active EE | $879 | $3,283-73.2% | $4,321-79.7% | $4,297-79.5% |
| Admin fee / account holder | $1,045 | $4,973-79.0% | $7,384-85.9% | $6,935-84.9% |