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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 | $10,270 | $70,366-85.4% | $66,674-84.6% | $138,895-92.6% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.7%-66.0pp | 79.9%-72.2pp |
| Annual return | 1.47% | 386.41%-384.9pp | 321.24%-319.8pp | 145.39%-143.9pp |
| Employer contribution / active EE | $231 | $2,765-91.7% | $2,620-91.2% | $4,194-94.5% |
| Participant deferral / active EE | $1,154 | $4,374-73.6% | $4,084-71.7% | $6,396-82.0% |
| Admin fee / account holder | $31,509 | $5,262+498.8% | $5,098+518.1% | $12,562+150.8% |