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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 | $19,944 | $65,555-69.6% | $86,216-76.9% | $75,173-73.5% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-25.0pp |
| Annual return | 7.85% | 46.07%-38.2pp | 1169.42%-1161.6pp | 160.72%-152.9pp |
| Employer contribution / active EE | $224 | $1,553-85.6% | $2,382-90.6% | $2,671-91.6% |
| Participant deferral / active EE | $1,737 | $3,023-42.6% | $3,986-56.4% | $4,126-57.9% |
| Admin fee / account holder | $14,196 | $5,469+159.6% | $6,853+107.1% | $5,651+151.2% |