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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 | $24,100 | $58,311-58.7% | $81,882-70.6% | $80,959-70.2% |
| Participation rate | 29.0% | 63.5%-34.5pp | 72.4%-43.4pp | 67.7%-38.6pp |
| Annual return | 7.73% | 41.85%-34.1pp | 779.47%-771.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $63 | $2,347-97.3% | $2,916-97.8% | $2,757-97.7% |
| Participant deferral / active EE | $1,474 | $3,287-55.1% | $4,323-65.9% | $4,300-65.7% |
| Admin fee / account holder | $12,755 | $4,752+168.4% | $7,360+73.3% | $6,925+84.2% |