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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 | $26,611 | $29,667-10.3% | $56,441-52.9% | $80,874-67.1% |
| Participation rate | 8.0% | 41.7%-33.7pp | 52.5%-44.5pp | 67.6%-59.6pp |
| Annual return | 9.30% | 35.22%-25.9pp | 1704.21%-1694.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $29 | $669-95.7% | $1,039-97.3% | $2,756-99.0% |
| Participant deferral / active EE | $266 | $1,227-78.3% | $1,953-86.4% | $4,297-93.8% |
| Admin fee / account holder | $8,389 | $2,429+245.3% | $2,829+196.5% | $6,935+21.0% |