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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 | $21,053 | $80,812-73.9% | $160,784-86.9% | $82,448-74.5% |
| Participation rate | 51.3% | 66.2%-15.0pp | 77.0%-25.7pp | 68.1%-16.8pp |
| Annual return | 12.27% | 100.59%-88.3pp | 1803.92%-1791.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $357 | $2,174-83.6% | $3,733-90.4% | $2,551-86.0% |
| Participant deferral / active EE | $1,561 | $4,335-64.0% | $6,293-75.2% | $4,139-62.3% |
| Admin fee / account holder | $787 | $7,695-89.8% | $9,717-91.9% | $7,234-89.1% |