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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 | $17,401 | $51,638-66.3% | $68,368-74.5% | $82,448-78.9% |
| Participation rate | 53.6% | 63.6%-10.0pp | 73.8%-20.2pp | 68.1%-14.5pp |
| Annual return | 10.61% | 37.53%-26.9pp | 292.57%-282.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $204 | $2,047-90.0% | $2,649-92.3% | $2,551-92.0% |
| Participant deferral / active EE | $957 | $2,914-67.2% | $4,123-76.8% | $4,139-76.9% |
| Admin fee / account holder | $2,428 | $4,643-47.7% | $5,150-52.9% | $7,234-66.4% |