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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 | $18,343 | $125,184-85.3% | $105,607-82.6% | $145,884-87.4% |
| Participation rate | 31.3% | 77.6%-46.4pp | 75.3%-44.0pp | 80.3%-49.1pp |
| Annual return | 2.30% | 225.00%-222.7pp | 116.11%-113.8pp | 551.85%-549.6pp |
| Employer contribution / active EE | $564 | $3,720-84.8% | $3,167-82.2% | $4,662-87.9% |
| Participant deferral / active EE | $4,308 | $5,714-24.6% | $5,011-14.0% | $6,690-35.6% |
| Admin fee / account holder | $1,893 | $17,133-89.0% | $10,958-82.7% | $13,392-85.9% |