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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 | $26,090 | $85,766-69.6% | $136,298-80.9% | $70,126-62.8% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 14.10% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $244 | $2,966-91.8% | $4,696-94.8% | $2,343-89.6% |
| Participant deferral / active EE | $2,743 | $5,051-45.7% | $6,247-56.1% | $3,332-17.7% |
| Admin fee / account holder | $8,886 | $5,421+63.9% | $9,244-3.9% | $4,645+91.3% |