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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 | $15,246 | $182,442-91.6% | $163,379-90.7% | $138,895-89.0% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.8%-46.1pp | 79.9%-49.1pp |
| Annual return | 8.46% | 72.74%-64.3pp | 63.41%-54.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $265 | $4,159-93.6% | $3,752-92.9% | $4,194-93.7% |
| Participant deferral / active EE | $1,542 | $6,817-77.4% | $6,282-75.5% | $6,396-75.9% |
| Admin fee / account holder | $60,076 | $10,396+477.9% | $9,818+511.9% | $12,562+378.2% |