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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 | $21,700 | $84,233-74.2% | $170,436-87.3% | $70,131-69.1% |
| Participation rate | 48.7% | 70.8%-22.1pp | 83.6%-34.9pp | 69.5%-20.8pp |
| Annual return | 10.34% | 23.06%-12.7pp | 205.94%-195.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $148 | $3,387-95.6% | $5,433-97.3% | $2,342-93.7% |
| Participant deferral / active EE | $1,547 | $3,086-49.9% | $4,939-68.7% | $3,332-53.6% |
| Admin fee / account holder | $1,218 | $5,698-78.6% | $13,880-91.2% | $4,645-73.8% |