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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 | $24,960 | $115,225-78.3% | $100,712-75.2% | $138,895-82.0% |
| Participation rate | 23.8% | 74.3%-50.5pp | 69.3%-45.5pp | 79.9%-56.1pp |
| Annual return | 8.51% | 40.35%-31.8pp | 33.27%-24.8pp | 145.39%-136.9pp |
| Employer contribution / active EE | $310 | $2,771-88.8% | $2,313-86.6% | $4,194-92.6% |
| Participant deferral / active EE | $1,237 | $4,699-73.7% | $4,085-69.7% | $6,396-80.7% |
| Admin fee / account holder | $22,497 | $10,844+107.5% | $9,256+143.0% | $12,562+79.1% |