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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 | $18,157 | $65,434-72.3% | $98,483-81.6% | $85,847-78.8% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.3%-38.3pp |
| Annual return | 8.11% | 21.75%-13.6pp | 1494.38%-1486.3pp | 318.61%-310.5pp |
| Employer contribution / active EE | $101 | $2,169-95.3% | $2,961-96.6% | $2,565-96.1% |
| Participant deferral / active EE | $1,163 | $3,168-63.3% | $4,276-72.8% | $3,952-70.6% |
| Admin fee / account holder | $5,816 | $4,595+26.6% | $5,953-2.3% | $6,261-7.1% |