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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 | $28,695 | $118,869-75.9% | $96,575-70.3% | $167,518-82.9% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 8.28% | 50.49%-42.2pp | 37.79%-29.5pp | 478.71%-470.4pp |
| Employer contribution / active EE | $183 | $3,120-94.1% | $2,357-92.2% | $4,838-96.2% |
| Participant deferral / active EE | $5,394 | $4,616+16.8% | $3,849+40.1% | $6,342-15.0% |
| Admin fee / account holder | $14,011 | $8,067+73.7% | $6,182+126.6% | $12,312+13.8% |