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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 | $23,267 | $55,437-58.0% | $155,534-85.0% | $74,459-68.8% |
| Participation rate | 22.9% | 61.9%-39.0pp | 78.2%-55.3pp | 67.2%-44.3pp |
| Annual return | 3.26% | 269.58%-266.3pp | 64.92%-61.7pp | 1369.70%-1366.4pp |
| Employer contribution / active EE | $4 | $2,266-99.8% | $4,675-99.9% | $2,626-99.8% |
| Participant deferral / active EE | $1,120 | $2,837-60.5% | $5,630-80.1% | $4,350-74.3% |
| Admin fee / account holder | $37,053 | $1,742+2026.5% | $15,900+133.0% | $1,945+1805.2% |