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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 | $20,021 | $55,470-63.9% | $155,556-87.1% | $74,478-73.1% |
| Participation rate | 54.2% | 61.9%-7.7pp | 78.2%-24.0pp | 67.2%-13.0pp |
| Annual return | 3.72% | 269.80%-266.1pp | 64.84%-61.1pp | 1370.56%-1366.8pp |
| Employer contribution / active EE | $305 | $2,267-86.5% | $4,675-93.5% | $2,626-88.4% |
| Participant deferral / active EE | $1,145 | $2,838-59.7% | $5,631-79.7% | $4,350-73.7% |
| Admin fee / account holder | $577 | $1,744-66.9% | $15,885-96.4% | $1,946-70.4% |