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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 | $12,748 | $110,093-88.4% | $97,295-86.9% | $145,897-91.3% |
| Participation rate | 27.3% | 75.9%-48.6pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 3.92% | 244.76%-240.8pp | 75.62%-71.7pp | 552.29%-548.4pp |
| Employer contribution / active EE | $92 | $3,077-97.0% | $2,723-96.6% | $4,663-98.0% |
| Participant deferral / active EE | $728 | $4,678-84.4% | $4,264-82.9% | $6,689-89.1% |
| Admin fee / account holder | $645 | $6,212-89.6% | $5,646-88.6% | $13,390-95.2% |