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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 | $22,535 | $29,319-23.1% | $52,425-57.0% | $82,448-72.7% |
| Participation rate | 14.1% | 46.9%-32.8pp | 55.6%-41.5pp | 68.1%-54.0pp |
| Annual return | 8.96% | 535.20%-526.2pp | 302.12%-293.2pp | 41.64%-32.7pp |
| Employer contribution / active EE | $24 | $586-95.8% | $914-97.3% | $2,551-99.0% |
| Participant deferral / active EE | $271 | $1,171-76.9% | $1,790-84.9% | $4,139-93.5% |
| Admin fee / account holder | $4,555 | $1,962+132.1% | $2,495+82.6% | $7,234-37.0% |