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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 | $55,470-61.9% | $155,556-86.4% | $74,478-71.6% |
| Participation rate | 47.8% | 61.9%-14.1pp | 78.2%-30.4pp | 67.2%-19.4pp |
| Annual return | 10.17% | 269.80%-259.6pp | 64.84%-54.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $329 | $2,267-85.5% | $4,675-93.0% | $2,626-87.5% |
| Participant deferral / active EE | $858 | $2,838-69.8% | $5,631-84.8% | $4,350-80.3% |
| Admin fee / account holder | $995 | $1,744-42.9% | $15,885-93.7% | $1,946-48.9% |