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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 | $30,282 | $89,370-66.1% | $141,197-78.6% | $72,976-58.5% |
| Participation rate | 25.5% | 75.1%-49.7pp | 82.5%-57.0pp | 69.5%-44.0pp |
| Annual return | 14.71% | 111.88%-97.2pp | 71.41%-56.7pp | 81.02%-66.3pp |
| Employer contribution / active EE | $22 | $3,115-99.3% | $4,736-99.5% | $2,440-99.1% |
| Participant deferral / active EE | $2,379 | $5,419-56.1% | $6,710-64.6% | $3,608-34.1% |
| Admin fee / account holder | $10,922 | $5,957+83.4% | $10,265+6.4% | $5,124+113.1% |