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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 | $23,203 | $55,437-58.1% | $155,534-85.1% | $74,459-68.8% |
| Participation rate | 46.1% | 61.9%-15.8pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 10.68% | 269.58%-258.9pp | 64.92%-54.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $210 | $2,266-90.7% | $4,675-95.5% | $2,626-92.0% |
| Participant deferral / active EE | $886 | $2,837-68.8% | $5,630-84.3% | $4,350-79.6% |
| Admin fee / account holder | $2,106 | $1,742+20.9% | $15,900-86.8% | $1,945+8.3% |