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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 | $19,049 | $58,726-67.6% | $142,898-86.7% | $85,851-77.8% |
| Participation rate | 38.3% | 58.5%-20.2pp | 72.0%-33.7pp | 69.3%-31.0pp |
| Annual return | 10.84% | 27.73%-16.9pp | 5639.64%-5628.8pp | 318.63%-307.8pp |
| Employer contribution / active EE | $173 | $1,424-87.8% | $4,146-95.8% | $2,565-93.3% |
| Participant deferral / active EE | $2,357 | $2,609-9.7% | $3,838-38.6% | $3,952-40.4% |
| Admin fee / account holder | $1,743 | $4,234-58.8% | $6,560-73.4% | $6,261-72.2% |