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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 | $14,311 | $70,366-79.7% | $66,674-78.5% | $138,895-89.7% |
| Participation rate | 41.2% | 76.2%-35.0pp | 73.7%-32.5pp | 79.9%-38.7pp |
| Annual return | 10.24% | 386.41%-376.2pp | 321.24%-311.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $379 | $2,765-86.3% | $2,620-85.5% | $4,194-91.0% |
| Participant deferral / active EE | $676 | $4,374-84.6% | $4,084-83.5% | $6,396-89.4% |
| Admin fee / account holder | $1,103 | $5,262-79.0% | $5,098-78.4% | $12,562-91.2% |