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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 | $16,008 | $70,366-77.2% | $66,674-76.0% | $138,895-88.5% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 8.41% | 386.41%-378.0pp | 321.24%-312.8pp | 145.39%-137.0pp |
| Employer contribution / active EE | $329 | $2,765-88.1% | $2,620-87.4% | $4,194-92.2% |
| Participant deferral / active EE | $940 | $4,374-78.5% | $4,084-77.0% | $6,396-85.3% |
| Admin fee / account holder | $1,980 | $5,262-62.4% | $5,098-61.2% | $12,562-84.2% |