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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 | $25,672 | $55,437-53.7% | $155,534-83.5% | $74,459-65.5% |
| Participation rate | 34.7% | 61.9%-27.2pp | 78.2%-43.5pp | 67.2%-32.5pp |
| Annual return | 10.57% | 269.58%-259.0pp | 64.92%-54.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $318 | $2,266-86.0% | $4,675-93.2% | $2,626-87.9% |
| Participant deferral / active EE | $1,091 | $2,837-61.5% | $5,630-80.6% | $4,350-74.9% |
| Admin fee / account holder | $3,706 | $1,742+112.7% | $15,900-76.7% | $1,945+90.5% |