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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 | $23,832 | $114,119-79.1% | $107,187-77.8% | $138,895-82.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 9.20% | 273.21%-264.0pp | 204.55%-195.4pp | 145.39%-136.2pp |
| Employer contribution / active EE | $388 | $4,059-90.5% | $3,782-89.8% | $4,194-90.8% |
| Participant deferral / active EE | $1,550 | $5,538-72.0% | $5,096-69.6% | $6,396-75.8% |
| Admin fee / account holder | $14,424 | $10,024+43.9% | $9,162+57.4% | $12,562+14.8% |