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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 | $16,999 | $102,595-83.4% | $94,057-81.9% | $154,746-89.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 5.86% | 583.42%-577.6pp | 480.62%-474.8pp | 172.34%-166.5pp |
| Employer contribution / active EE | $277 | $3,147-91.2% | $2,933-90.6% | $4,379-93.7% |
| Participant deferral / active EE | $1,408 | $5,118-72.5% | $4,709-70.1% | $6,730-79.1% |
| Admin fee / account holder | $20,632 | $7,736+166.7% | $7,244+184.8% | $14,365+43.6% |