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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 | $21,131 | $55,446-61.9% | $155,574-86.4% | $74,429-71.6% |
| Participation rate | 47.8% | 61.9%-14.1pp | 78.2%-30.4pp | 67.2%-19.4pp |
| Annual return | 10.17% | 269.20%-259.0pp | 64.87%-54.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $329 | $2,266-85.5% | $4,676-93.0% | $2,625-87.5% |
| Participant deferral / active EE | $858 | $2,836-69.7% | $5,629-84.8% | $4,348-80.3% |
| Admin fee / account holder | $995 | $1,743-42.9% | $15,914-93.7% | $1,944-48.8% |