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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 | $60,504-61.9% | $81,882-71.8% | $74,478-69.0% |
| Participation rate | 42.0% | 62.9%-20.9pp | 72.4%-30.3pp | 67.2%-25.2pp |
| Annual return | 10.94% | 16.91%-6.0pp | 779.47%-768.5pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $317 | $2,627-87.9% | $2,916-89.1% | $2,626-87.9% |
| Participant deferral / active EE | $1,193 | $3,400-64.9% | $4,323-72.4% | $4,350-72.6% |
| Admin fee / account holder | $2,314 | $1,492+55.1% | $7,360-68.6% | $1,946+18.9% |