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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 | $20,533 | $70,366-70.8% | $66,674-69.2% | $138,895-85.2% |
| Participation rate | 43.5% | 76.2%-32.7pp | 73.7%-30.2pp | 79.9%-36.4pp |
| Annual return | 5.61% | 386.41%-380.8pp | 321.24%-315.6pp | 145.39%-139.8pp |
| Employer contribution / active EE | $283 | $2,765-89.8% | $2,620-89.2% | $4,194-93.2% |
| Participant deferral / active EE | $1,107 | $4,374-74.7% | $4,084-72.9% | $6,396-82.7% |
| Admin fee / account holder | $17,179 | $5,262+226.4% | $5,098+237.0% | $12,562+36.8% |