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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 | $20,490 | $63,861-67.9% | $104,625-80.4% | $79,852-74.3% |
| Participation rate | 57.7% | 64.9%-7.2pp | 74.1%-16.4pp | 69.6%-11.9pp |
| Annual return | 4.92% | 21.30%-16.4pp | 340.60%-335.7pp | 31.72%-26.8pp |
| Employer contribution / active EE | $6 | $1,588-99.6% | $2,681-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $1,196 | $2,693-55.6% | $3,738-68.0% | $3,740-68.0% |
| Admin fee / account holder | $2,075 | $4,185-50.4% | $6,465-67.9% | $5,306-60.9% |