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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 | $56,427 | $85,171-33.7% | $172,753-67.3% | $72,976-22.7% |
| Participation rate | 24.3% | 70.1%-45.7pp | 82.6%-58.3pp | 69.5%-45.2pp |
| Annual return | 14.66% | 27.32%-12.7pp | 803.00%-788.3pp | 81.02%-66.4pp |
| Employer contribution / active EE | $103 | $3,324-96.9% | $5,144-98.0% | $2,440-95.8% |
| Participant deferral / active EE | $1,241 | $3,260-61.9% | $5,198-76.1% | $3,608-65.6% |
| Admin fee / account holder | $14,397 | $5,880+144.8% | $13,956+3.2% | $5,124+181.0% |