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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 | $23,883 | $51,638-53.7% | $68,368-65.1% | $82,448-71.0% |
| Participation rate | 11.5% | 63.6%-52.1pp | 73.8%-62.3pp | 68.1%-56.6pp |
| Annual return | 11.77% | 37.53%-25.8pp | 292.57%-280.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $89 | $2,047-95.6% | $2,649-96.6% | $2,551-96.5% |
| Participant deferral / active EE | $758 | $2,914-74.0% | $4,123-81.6% | $4,139-81.7% |
| Admin fee / account holder | $6,423 | $4,643+38.3% | $5,150+24.7% | $7,234-11.2% |