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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 | $23,071 | $60,393-61.8% | $81,820-71.8% | $74,429-69.0% |
| Participation rate | 42.0% | 62.9%-20.9pp | 72.4%-30.3pp | 67.2%-25.2pp |
| Annual return | 10.94% | 16.89%-6.0pp | 777.93%-767.0pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $317 | $2,626-87.9% | $2,915-89.1% | $2,625-87.9% |
| Participant deferral / active EE | $1,193 | $3,397-64.9% | $4,323-72.4% | $4,348-72.6% |
| Admin fee / account holder | $2,314 | $1,491+55.2% | $7,391-68.7% | $1,944+19.0% |