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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 | $23,157 | $99,652-76.8% | $78,778-70.6% | $147,585-84.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 0.15% | 47.28%-47.1pp | 35.62%-35.5pp | 578.58%-578.4pp |
| Employer contribution / active EE | $164 | $2,796-94.1% | $1,986-91.7% | $4,876-96.6% |
| Participant deferral / active EE | $3,042 | $3,664-17.0% | $2,958+2.8% | $5,439-44.1% |
| Admin fee / account holder | $489 | $7,155-93.2% | $5,134-90.5% | $10,886-95.5% |