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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 | $17,664 | $48,432-63.5% | $121,210-85.4% | $71,529-75.3% |
| Participation rate | 37.1% | 54.3%-17.2pp | 69.5%-32.4pp | 67.9%-30.8pp |
| Annual return | 13.76% | 23.28%-9.5pp | 987.41%-973.7pp | 28.97%-15.2pp |
| Employer contribution / active EE | $39 | $1,493-97.4% | $4,171-99.1% | $2,590-98.5% |
| Participant deferral / active EE | $1,002 | $2,756-63.7% | $4,084-75.5% | $4,291-76.7% |
| Admin fee / account holder | $7,573 | $1,845+310.5% | $5,647+34.1% | $1,588+376.7% |