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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 | $29,108 | $51,642-43.6% | $129,384-77.5% | $80,935-64.0% |
| Participation rate | 21.4% | 56.9%-35.5pp | 69.6%-48.2pp | 67.7%-46.2pp |
| Annual return | 9.88% | 20.78%-10.9pp | 9461.77%-9451.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $238 | $1,583-85.0% | $4,153-94.3% | $2,757-91.4% |
| Participant deferral / active EE | $1,292 | $2,670-51.6% | $4,166-69.0% | $4,299-70.0% |
| Admin fee / account holder | $4,312 | $4,3120% | $7,686-43.9% | $6,924-37.7% |