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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 | $24,697 | $85,171-71.0% | $172,753-85.7% | $72,976-66.2% |
| Participation rate | 15.4% | 70.1%-54.7pp | 82.6%-67.3pp | 69.5%-54.1pp |
| Annual return | 13.64% | 27.32%-13.7pp | 803.00%-789.4pp | 81.02%-67.4pp |
| Employer contribution / active EE | $356 | $3,324-89.3% | $5,144-93.1% | $2,440-85.4% |
| Participant deferral / active EE | $1,400 | $3,260-57.0% | $5,198-73.1% | $3,608-61.2% |
| Admin fee / account holder | $4,638 | $5,880-21.1% | $13,956-66.8% | $5,124-9.5% |